Simon Tworek

Simon has crafted a distinguished career as a Financial Planner by dedicating himself to helping clients realise their financial aspirations. His journey began in 1998 at ANZ as a teller, where his passion for finance led him to achieve full accreditation through his Diploma (2001), Advanced Diploma (2005), and Master of Financial Planning (2006).

In 2007, Simon launched his own business, providing bespoke financial services with a strong emphasis on personalised client care. His deep technical expertise and extensive experience span various financial planning areas, including personal risk insurance, gearing strategies, retirement planning, and wealth creation.

Simon’s approach centres on customised strategies tailored to each client’s unique situation. He explains, “Not all clients fit into the generic box. I take pride in offering solutions that are uniquely tailored to their individual needs.”

His commitment to nurturing long-term client relationships drives him to regularly review and refine financial strategies. This dedication has earned him multiple nominations for ‘Adviser of the Year’ and ‘Practice of the Year,’ reflecting his unwavering focus on his clients’ financial well-being.

Outside of his professional life, Simon values his family time with his wife and business partner, Tabitha, and their two young children. When not working, he enjoys family activities and playing golf.

If you’d like to learn more about Simon’s achievements and nominations, please follow the link below.