Thursday 2 October 2025
12:00pm-1:00pm (AEST)
Up to 1 CPD hour available
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This high-level webinar is designed for Australian financial advisers working with UK expat clients and seeking clarity on the key financial considerations that span both jurisdictions. You don’t need to be a UK expert—but you do need to understand the nuances that affect your clients’ decisions.
We’ll demystify the process of transferring UK pensions to Australia, outline the tax implications, and highlight strategic opportunities to add value. We will also cover the essentials of foreign exchange (FX), explaining how your clients can secure favourable exchange rates and transfer their money efficiently. The session also touches on how UK-based assets, such as property, shares, and ISAs fit into an Australian financial plan, and what advisers might consider incorporating into their conversations with prospects and clients.
Whether you’re looking to broaden your service offering or simply want to speak with a bit more knowledge about UK financial matters, this webinar will give you the framework to engage with UK expat clients at a strategic level and collaborate effectively with UK specialists when needed.
If you’re meeting and possibly advising UK expats and want to elevate your conversations, this session is for you.
Toby Simpson
Senior Financial Adviser, Apt Wealth Partners
Toby Simpson is an experienced financial planner with deep expertise in all matters related to UK expat finances. Originally from and starting his career in the UK, Toby also has experience working in Australia, Africa, the Middle East, and Asia, giving him a first-hand understanding of the challenges faced by expats.
He has over 25 years of international financial services experience and has spent the last eight years advising individuals and families. Now based in Melbourne, Victoria, Toby is passionate about helping expats navigate complex cross-border scenarios, developing robust strategies to ensure they can live their best lives, wherever life takes them.
Toby holds a Diploma of Financial Planning and is currently completing his Graduate Diploma.
Outside the office, Toby is a sports fanatic, watching and playing numerous sports, a passion he shares with his wife and children. When he is not cheering them on or coaching cricket, he can be found on the soccer or hockey fields.
Tim Sandroussi
Alliance Manager / Enterprise & Partnerships, OFX
Tim Sandroussi is a seasoned financial professional with over 10 years of experience in wealth management and foreign exchange (FX). Tim currently oversees the A&NZ professional services partners at OFX, where he has been a key contributor since joining the company in 2021.
Before OFX, Tim served as a financial advisor, offering comprehensive, full-service advice to clients across various financial disciplines. His expertise is backed by a strong educational foundation, including a Bachelor of Business and Commerce with a major in Finance and Financial Planning, and a Master’s in Professional Accounting. Tim is also RG146 certified in personal FX financial advice and holds the Accredited Derivatives Advisor (ADA) qualifications 1 & 2.
Tim’s extensive background and qualifications uniquely position him to provide expert guidance in the FX market, helping clients and partners achieve optimal financial outcomes.
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