Simon Curtain is a Director and Private Client Adviser at Hewison Private Wealth. Simon has been with Hewison Private Wealth for 15 years and in 2020 & 2021 was listed as one of Australia’s Top 100 Financial Advisers by The Australian, in conjunction with Barrons. Simon has achieved the highest level of accreditation as a Certified Financial Planner (CFP®) and also holds the following qualifications:
- Bachelor of Commerce, Deakin University
- Masters Applied Finance, Kaplan
- Graduate Diploma Financial Planning, Kaplan
- Accredited Self Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)
Simon has considerable experience in investment markets, superannuation, financial management, wealth creation, and all facets of designing bespoke, objective-based financial planning strategies. Simon actively manages and advises an array of clients including self-managed superannuation funds (SMSF), family groups looking to create multi-generational wealth, high-income earning individuals, business owners, and those on a pathway to retirement.
Simon’s longevity with the one wealth creation firm speaks to his personal values around integrity and ethics, these align perfectly with those of Hewison Private Wealth. So much so that in 2011 Simon became an equity partner.