Simon has worked in the wealth management industry as a client services officer, paraplanner and associate adviser for over 8 years prior to moving into recruitment. This has positioned him to be able to understand the complex and ever-changing financial planning, ESG and Responsible Investment industries and to provide valuable insights to the candidates and clients he works with.
Simon has a passion for helping candidates reach their career goals and to find the best talent for his clients while always being genuine, approachable, and supportive.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
