With over 15 years of experience within the financial services industry, Simon is committed to improving the lives of his clients. His conscientious approach, attention to detail, and unwavering professionalism have been instrumental in delivering exceptional results throughout his career. Simon has completed formal RG146 qualifications in Securities, Managed Investments, Derivatives, and Foreign Exchange, however, it’s his down-to-earth attitude that clients value the most. Simon takes the time to get to know each client, understanding their goals and matching them with the best adviser to meet their unique needs.
Simon’s ability to connect with clients, and commitment to outstanding customer service, has earned him numerous accolades and recognition within the industry. Passionate about continuous self-improvement and expanding his expertise to better serve his clients, Simon is currently completing his Graduate Diploma in Financial Planning.
Beyond his professional endeavours and academic studies, Simon enjoys staying active through tennis and gym workouts, exploring new travel destinations, and expanding his knowledge of global financial markets.
Considering financial advice but unsure where to start? At Clear Sky Financial you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
The team at Clear Sky Financial are extremely good at what they do and their customer service is amazing.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
Clear Sky Financial Pty Ltd (ABN 36 634 263 148) is a Corporate Authorised Representative No.1299668 of InterPrac Financial Planning Pty Ltd (Australian Financial Services Licence Number 246638). Information contained in this website may not take into account any individuals’ objectives, financial situation and needs. Before acting on any information contained herein, you should consider the appropriateness of the advice having regard to your personal objectives, financial situation and needs.
