Authorised Credit Representative (No: 474584) of
WiZDOM Loans Pty Ltd (Australian Credit Licence No: 501060)
Diploma of Finance and Mortgage Broking Management
Simon is a customer focused professional with many year’s experience as a Finance Specialist and as a small business owner. With this experience, he has come to understand exactly what his client’s want and expect from him. At the top of this list is exceptional customer service, insightful product knowledge and excellent communication.
Simon entered the finance world in 2006 helping property investors focus on best practice loan structures, asset protection and implement property investment strategies to achieve their goals. He then took the opportunity to partner a major scale wholesale/retail clothing business where many business and investment lessons were learnt. However, Simon soon realised that finance and property were where his real passion lied. Simon returned to the industry in 2015 to join forces once again with Andrew Kubenk, Clint Ducat and Tony Height and to help clients reach exceptional results for their financial future.
Outside of WiZDOM life, Simon enjoys spending time with his young family as well as playing and following his other passion in life – AFL. He is a life long Carlton supporter and loves nothing more than rocking out some tunes on his electric guitar.
Tel: 0410 777 041
