Simon Wotherspoon CFP®, SMSF Specialist, GradDipAppFin SSA
|Company||Wotherspoon Wealth Pty Ltd|
|Title||Director and Principal Adviser|
|Address||Level 8 81 Flinders St ADELAIDE SA 5000|
|Phone||08 7120 9300|
SummaryI help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions.
Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.