Financial Planner Profile

Name: Simon De Carro

Qualifications:
Diploma of Financial Planning (DFS)
Advanced Diploma of Financial Services (ADFS)
Bachelor of Business (B.Bus)

About Simon:
Simon has been a financial adviser since 2002 and is a Co-Founder and Managing Director of Innovative Wealth Solutions. Simon has had extensive experience in the financial services industry and worked in many organisations before wanting to take a leap of faith and commence a financial advisory firm of his own. In working with his valued clients, Simon takes great pride empowering them with his knowledge and the vast strategies at his disposal. Making his clients lifestyle and financial objectives materialise is what he is most passionate about.

Our first Steps:
Clients should expect an engaging, thought provoking and encouraging first appointment designed to understand their current circumstances, future objectives from an adviser that is willing to listen to any concerns or queries that they may have regarding their financial scenario. Honesty and trust is the cornerstone of all my client engagements, we are looking to impress and encourage meaningful outcomes that have our clients needs placed as the top priority.

Ideally clients should have recent superannuation, personal insurance, investment, loan documents and household budgets. But most importantly be open to suggestions and positive change.

Why you should choose us?
Our advisers and support staff have the ideal balance of youth and experience. We have the ability to look after multiple generations and a ‘can do’ attitude. We have endured many different economic / political cycles and encountered most client scenarios. Additionally being independently licenced, we do not have a sales culture of having to place clients into products. Our advice is strategy first and only then do we broker the best product solution for our clients. Our priority is our client’s well-being first and foremost.

A little more about Simon:
Father of two daughters, husband of 10 years, my family is my greatest treasure. When not playing with my girls, I greatly enjoy golf, soccer, motorsport and tennis. I am very competitive in nature and enjoy any activity where there is opposition to compete against. Spending time with friends / family, Dad jokes, the outdoors, the Essendon Football club and classic cars are other hobbies and interests that put a smile on my face.

Financial Planning Services:

  • Superannuation
  • Retirement
  • Business solutions

  

  • Purchasing property
  • Estate planning
  • Inheritance