I’m Simon and I am a Private Client Adviser, Director and equity partner in Hewison Private Wealth.
I’ve been with Hewison’s for over 10 years. Yes, it’s a long time with the one wealth creation firm but I wouldn’t want to be anywhere else. Working within an independent financial planning practice aligns with my personal values around integrity and ethics. It also means I have the scope to provide my clients with the best solution for them as individuals.
I have considerable experience in all facets of financial planning strategy, investment markets, superannuation and financial management. And I’ve had many years of experience in the active management of Hewison Private Wealth’s clients including self managed superannuation funds (SMSF) and family groups.
Outside of work I enjoy spending time with my young family and catching up with friends.
Simon’s Qualifications & Accreditations
- Masters Applied Finance, Kaplan
- Graduate Diploma Financial Planning, Kaplan
- Bachelor of Commerce, Deakin University
- Certified Financial Planner (post graduate CFP® professional designation)
- Accredited Self Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)
- Innovator of the Year 2018, 2017, 2016 & 2014 (finalist): iFA Excellence Awards
- SMSF Investment Adviser of the Year 2018, 2017, 2016 & 2015 (finalist): iFA Excellence Awards
Hewison Private Wealth – the company
We think we are one of the best independent financial planners, investment advisers and wealth creation firms in Australia. But don’t just take our word for it…
- “Boutique Firm of the Year” (finalist) at the Independent Financial Adviser (iFA) Awards: 2018, 2017, 2015 and 2016. And we won the award outright in 2014.
The Independent Financial Adviser Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned / independent financial advisers.
- Highly Commended for ‘Best Private Wealth Manager’: 2016 Financial Review Smart Investor Blue Ribbon Awards. We were the only private wealth firm to receive this commendation
- Plus, Hewison Private Wealth Private Client Advisers – Chris Morcom, Glenn Fairbairn, Nathan Lear and Simon Curtain were all individual financial adviser finalists at the 2018 Independent Financial Adviser Awards and/or SMSF Adviser Awards 2017