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

Simon Robinson, CFP® LRS®


Name Simon Robinson CFP® LRS®
Company RSM Financial Services Australia Pty Ltd.
Address Level 13
60 Castlereagh Street
Sydney, NSW 2000
Phone 02 8226 4500
Website

My ultimate aim is to provide lasting, positive change to my clients lives. By uncovering my clients financial and lifestyle ambitions and concerns, I design a tailored strategy and provide ongoing guidance to not only secure their future, but also achieve their financial and lifestyle aspirations.

Covering wealth accumulation, superannuation (including self-managed superannuation funds), retirement planning, aged care and estate planning strategies, I aim to cover all bases an become the trusted advisor for all of my clients.

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