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

Simon Tworek, AFP®

Name Simon Tworek AFP®
Company Insight Wealth Planning
Address 24 Alma Road
New Lambton, NSW 2305
Mobile 0404864779

Academic and Professional Qualifications
• Advanced Diploma Financial Services (FP)
• Masters in Financial Planning

Career Overview

Simon Tworek has had experience with the ANZ Bank and the Newcastle Permanent Building Society during his eight year financial planning career.
Simon holds an Advanced Diploma of Financial Services and has a Masters in Financial Planning.
Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general.
Simon works closely with his clients on an ongoing basis to continually monitor and review their financial strategies.

< Prev Page