Simon Robinson, CFP®


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

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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