Simon Davis
Partner
Simon has been advising clients since 1997. He specialises in providing goals-based advice with a holistic approach and enjoys seeing his clients achieve their financial goals and feels privileged to be part of their success.
Simon works with all clients from Wealth accumulators through to retirees. Anyone who is open to and willing to take good advice. Simon understands the importance of establishing strong long-term relationships that are built on trust and works hard to ensure that clients are engaged in the process of building their financial future.
Areas of Expertise
Simon has the proven ability to offer Clients holistic wealth management advice, with specialist knowledge in:
- Direct and platform investment management
- Superannuation and SMSF strategies
- Entities and tax planning
- Debt and Investment Management
Since 1997, Simon has been providing strategic financial advice, successfully delivering tailored, practical and smart solutions to clients.
Certified Financial Planner (CFP®) issued 27 November 2001
- Bachelor of Business
- Diploma of Financial Planning
- Member of the Financial Planning Association of Australia since 24 July 1998
- Responsible Officer and Partner – VISIS Private Wealth
In his role as responsible officer Simon has worked within the VISIS Private Wealth business to ensure the principles of a Privately Owned Practice are held at the forefront of the business.
- Independent Financial Advice Excellence Awards 2020 – Winner of Practice Principal of the Year
- Independent Financial Advice Excellence Awards 2018 and 2017 – Winner of Holistic Advice Firm of the Year
- Independent Financial Advice Excellence Awards 2017 – Winner of Client Service of the Year (Company)
Away from the office, Simon can be found with his wife and two daughters (when they need something!)
Simon is a keen golfer, avid Rugby fan, and enthusiastic Opera attendee. He loves travel, food and fine wine.
