Simon Wotherspoon CFP®, SMSF Specialist, GradDipAppFin SSA

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Company Wotherspoon Wealth Pty Ltd
Title Director and Principal Adviser
Profession Financial Planner
Address Level 8 81 Flinders St ADELAIDE SA 5000
Email [email protected]
Phone 08 7120 9300

Summary

I 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.