Simon Wotherspoon, CFP®

Name Simon Wotherspoon CFP®
Company Perks Private Wealth Pty Ltd
Address 8/81 Flinders Street
Adelaide, SA 5000
Phone 08 82739300

Investments specialist; client-focused; world traveller; family manI help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions.Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.

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