Simon is the Director of Haden Partners and runs our Financial Planning division. Simon has a Bachelor of Education (Primary)/ Bachelor of Arts, a Graduate Diploma of Financial Planning (FINSIA) and is currently completing his Masters in Financial Planning. Simon is an Authorised Representative of Count and a member of the Financial Services Institute of Australasia with a Fellow status. Simon understands the positive impact that well planned and accurate advice can have for his client's future. He is passionate about helping to manage and increase his client's wealth, while ensuring that their goals are thoroughly identified and strategies tailored to provide the best possible long term outcome. Simon's commitment to ongoing professional development ensures that he is well educated and up to date with changes in the industry.
Simon's wife Cathy, also works for the company as the Office Manager & Financial Planning Assistant. Simon and Cathy have two young children and enjoy living on the Mornington Peninsula.