The Financial Planning Association of Australia The Financial Planning Association of Australia

Simon Chhoeu, CFP®


Name Simon Chhoeu, CFP®
Company Horwood Financial Planning Pty Ltd
Address Horwood Financial Planning
Ground Floor
88 Phillip St
Parramatta, NSW 2150
Phone 02 8188 3450
Mobile 0411 303 390
Email [email protected]
Website http://www.horwood.com.au/

Simon has over 16 years extensive experience in the financial planning and accounting industry. Prior to joining Rise Standards at Brougham & Vaux (Aust.) Pty Ltd, Simon was an authorised representative of Millennium 3 Dealer Group and Strategic Wealth Solutions and Hillross Financial Ltd. Previous to that Premium Accounting Group for 2 years and 3 years with Count Limited.

As a Certified Financial Planner (CFP) and CA Financial Planning Specialist, he specialises in helping clients achieve their lifestyle and financial needs in the area of retirement planning, tax planning, estate planning, wealth creation strategies and superannuation. The CFP is an internationally recognized mark and is the highest professional designation that can be given to a financial planner.

Simon also has extensive experience in the area of self-managed superannuation funds, estate planning and employer superannuation plans.

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