Our people and experience
Simon Barwick
Director
Simon Barwick has over eight years experience in Financial Planning. In addition to managing an Australian client base, Simon has focused on wealth creation and protection strategies for high net worth business and skilled migrants moving to Australia.
He is also experienced in structuring buy/sell arrangements, succession planning for corporate clients and advising on Self Managed Superannuation Funds (SMSFs). Before being appointed as a Director in Vantage Financial, Simon held the position of Director for a Financial Planning firm in Brisbane, and was a partner in a migration consultancy.
Qualifications
Bachelor of Commerce, Diploma of Financial Services (financial planning).
Contact
Mobile 0414 584 132
