Simon Davis, CFP®

At VISIS Private Wealth, I am part of a professional team founded on a rare commitment: truly impartial advice to help our clients achieve their financial and life goals. I have more than 20 years experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions that get results. I have worked with exceptional people to build a respected, 100% privately owned practice – with no alliances to other financial institutions. Quite simply, our qualified advisors are genuinely and solely driven by client needs. At VISIS, we are proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support. Every client has comprehensive financial expertise at their fingertips, covering investment management, business and personal insurance, finance and lending, superannuation and business services, and tax / accounting. Our hands-on and personal approach gives us real insight into our clients’ challenges and the ability to offer solutions that work for them and make the difference. With the VISIS team, I help executives and business owners to effectively manage, grow and protect their wealth every day. We have a proven track record of building long-term partnerships with business people, high net wealth individuals and families. We strive to combine our deep industry knowledge with a proactive and straightforward approach – so our clients can make clear, informed decisions

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