Director, Tax, Accounting & Business Advisory Specialist
Qualifications: Bachelor of Business, Certified Practicing Accountant
Accreditations: CPBA, PPC
Hello, I’m Simon – Director, Tax, Accounting, and Business Advisory Specialist at Navwealth.
With a consistent “client comes first” approach, I have years of extensive experience in the accounting and finance industry, ensuring that our clients receive the best possible services and advice.
My passion for finance began at a young age when I worked as a clerk in my grandfather’s accountancy firm when I was only 14. Since then, I have become a registered Tax Agent and qualified Certified Practicing Accountant (CPA), dedicating my career to helping people with their financial matters.
I have an entrepreneurial approach to everything I do, allowing me to adapt to an ever-changing world. This mindset is beneficial not only for our clients but also for the broader Navwealth business and team.
I firmly believe that “failing to plan is planning to fail,” and as such, I make sure to think outside the box, plan ahead and always share my thoughts and insights with my clients so that they can get the most out of their financial journey.
Outside of work, I am a family man and a proud dad who prioritises fun and adventure. I share a love for just about all sports with my family, particularly surfing, skiing and football. I also dedicate time to the causes I am passionate about. So, you can always count on me to do whatever it takes to help you develop a comprehensive plan for your financial future.