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

Simon Leigh, CFP®

Name Simon Leigh CFP®
Company BW Private Wealth
Address 102 Lydiard Street South
Ballarat, VIC 3350
Phone (03) 5333 1105
Mobile 0428 069 432

Simon has worked in the financial services industry since 1990 and has been authorised to provide financial planning advice since 1998.

Simon has completed the Diploma of Financial Planning (Dip FP), as well as the Certified Financial Planning (CFP) course, provided by the FPA in conjunction with Deakin University.

Simon was admitted as a Certified Financial Planner in August 2004 and as at the date of writing has been providing advice to clients for over 20 years.

Simon provides expertise in all areas of retirement planning and superannuation, including self managed funds, investment advice, Centrelink assistance and all Life Insurance advice needs.

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