Simon Backman
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Simon Backman Email & Phone Number

Chief Executive Officer at Wahlstrom Financial Services
Location: Greater Brisbane Area, Australia, Australia 8 work roles 3 schools
1 work email found @wfsqld.com.au 2 phones found area 140 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@wfsqld.com.au
Direct phone (140) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wahlstrom Financial Services
Role
Chief Executive Officer
Location
Greater Brisbane Area, Australia, Australia
Company size
15 employees

Who is Simon Backman? Overview

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Quick answer

Simon Backman is listed as Chief Executive Officer at Wahlstrom Financial Services, a company with 15 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a work email signal at wfsqld.com.au, phone signal with area code 140, and a matched LinkedIn profile for Simon Backman.

Simon Backman previously worked as General Manager at Wahlstrom Financial Services and Director at Modern Strategies. Simon Backman holds Bachelor Of Commerce, Finance & Economics from Griffith University.

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Email format at Wahlstrom Financial Services

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{first}@wfsqld.com.au
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AeroLeads found 1 current-domain work email signal for Simon Backman. Compare company email patterns before reaching out.

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Profile bio

About Simon Backman

I strongly believe in the life-changing value of professional advice in achieving one's financial and lifestyle goals.I am passionate about the difference quality advice and exceptional leadership can make to personal and business performance, and enjoy working with professional financial services businesses to deliver consistent, quality outcomes for themselves and their clients."Great financial advice should be about more than just the money. The advice experience should be educational, inspirational and empower client(s) to make life choices and pursue their goals with clarity, purpose and confidence. Above all it should be a long-term partnership between adviser and client(s) that delivers peace of mind both now and into the future"Having worked in financial services for over 15 years, in advice, management and business consulting roles, in my current role as General Manager of Wahlstrom Financial Services, I am responsible for leading a team of advice professionals and supporting operational staff in delivering quality advice outcomes for our clients, while maintaining a focus on business efficiency, profitability and sustainability.I believe great businesses consistently act on a simple question.. How can we do things better tomorrow than they were done yesterday? I use a highly personalised approach, backed by practical experience and a genuine desire to add value, to help my clients achieve their potential.I am a member of the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Self Managed Super Fund Association (SMSF Association).

Listed skills include Retirement Planning, Financial Advisory, Strategic Financial Planning, Wealth Management, and 40 others.

Current workplace

Simon Backman's current company

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Wahlstrom Financial Services
Wahlstrom Financial Services
Chief Executive Officer
australia
Website
wfsqld.com.au
Employees
15
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Company profile
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8 roles · 20 years

Simon Backman work experience

A career timeline built from the work history available for this profile.

General Manager

Wahlstrom Financial Services

Queensland, Australia

As General Manager of Wahlstrom Financial Services, I am responsible for leading a team of advice professionals and supporting operational staff in delivering quality advice outcomes for our clients, while maintaining a focus on business efficiency, profitability and sustainability.

Director

Modern Strategies

Brisbane, Sydney, Melbourne

  • Modern Strategies is a boutique consulting firm providing services to small and medium enterprises. We help evolve your business from where it is now to where you want it to be.Modern Strategies takes the time to fully.
  • Process Mapping
  • Strategic Planning
  • Contingency Planning
  • Succession PlanningOur team provide coaching and support in the following areas:
  • Sales

Business Consultant - Growth Specialist

Centrepoint Alliance (Centrepoint Alliance Financial Advice)

Queensland, Australia

In this role I provided strategic business consultancy services to financial planning businesses within the Centrepoint Financial Advice network to improve the profitability, scalability, sustainability and valuation of aligned these financial planning practices.Engagement with, and development of Financial Planning businesses seeking to partner with a.

Jun 2016 - Jul 2017

State Manager - Qld

Centrepoint Alliance (Professional Investment Services & Alliance Wealth)

Queensland, Australia

In this role I managed the QLD region, implementing the Centrepoint Strategic Business Plan and Regional Business Plan across both the Professional Investment Services and Alliance Wealth licenses.I lead a team of Business Consultants and Client Service Coordinators in delivering strategic business consultancy services to financial planning Practices.

Jan 2014 - Jun 2016

Practice Consultant | Regional Manager

Professional Investment Services

QLD & Northern NSW

In this role I provided strategic business consultancy services to financial planning Practices within the Professional Investment Services network to improve the profitability, scalability, sustainability and valuation of aligned financial planning practices.Engagement with, and recruitment of Financial Planning practices seeking to partner with a high.

May 2010 - Jan 2014

Financial Adviser

Financial Spectrum

Sydney, Australia

  • Believing in the power of working with clients to help make financial decisions that secure their financial future and provide them peace of mind, I adopted a values-based approach to financial advice. As Senior.
  • Strategic Financial Advice;
  • Goal Identification and Prioritisation;
  • Cashflow Management;
  • Wealth Accumulation & Management;
  • Risk Mitigation Strategies for Individuals and Businesses;
Jan 2008 - Jun 2011

Financial Adviser

Phillips Dean Brickwood
2006 - 2008 ~2 yrs
Team & coworkers

Colleagues at Wahlstrom Financial Services

Other employees you can reach at wfsqld.com.au. View company contacts for 15 employees →

AJ Andrew James Thornton Andrew James Thornton Colleague at Wahlstrom Financial ServicesGold Coast, Queensland, Australia, Australia View → BS Brock Skea Brock Skea Colleague at Wahlstrom Financial ServicesGold Coast, Queensland, Australia, Australia View → CS Craig Slaughter Craig Slaughter Colleague at Wahlstrom Financial ServicesBundall, Queensland, Australia, Australia View → RH Ruth Hardy Ruth Hardy Colleague at Wahlstrom Financial ServicesBundall, Queensland, Australia, Australia View → SL Steve Luman Steve Luman Colleague at Wahlstrom Financial ServicesBundall, Queensland, Australia, Australia View → MO Miguel Oliveira Miguel Oliveira Colleague at Wahlstrom Financial ServicesGold Coast, Queensland, Australia, Australia View → TH Teesha Heywood Teesha Heywood Colleague at Wahlstrom Financial ServicesLabrador, Queensland, Australia, Australia View →
3 education records

Simon Backman education

Advanced Diploma Financial Services (Fp)

Pinnacle Financial Services Academy
FAQ

Frequently asked questions about Simon Backman

Quick answers generated from the profile data available on this page.

What company does Simon Backman work for?

Simon Backman works for Wahlstrom Financial Services.

What is Simon Backman's role at Wahlstrom Financial Services?

Simon Backman is listed as Chief Executive Officer at Wahlstrom Financial Services.

What is Simon Backman's email address?

AeroLeads has found 1 work email signal at @wfsqld.com.au for Simon Backman at Wahlstrom Financial Services.

What is Simon Backman's phone number?

AeroLeads has found 2 phone signal(s) with area code 140 for Simon Backman at Wahlstrom Financial Services.

Where is Simon Backman based?

Simon Backman is based in Greater Brisbane Area, Australia, Australia while working with Wahlstrom Financial Services.

What companies has Simon Backman worked for?

Simon Backman has worked for Wahlstrom Financial Services, Modern Strategies, Centrepoint Alliance (Centrepoint Alliance Financial Advice), Centrepoint Alliance (Professional Investment Services & Alliance Wealth), and Professional Investment Services.

Who are Simon Backman's colleagues at Wahlstrom Financial Services?

Simon Backman's colleagues at Wahlstrom Financial Services include Andrew James Thornton, Brock Skea, Craig Slaughter, Ruth Hardy, and Steve Luman.

How can I contact Simon Backman?

You can use AeroLeads to view verified contact signals for Simon Backman at Wahlstrom Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Simon Backman attend?

Simon Backman holds Bachelor Of Commerce, Finance & Economics from Griffith University.

What skills is Simon Backman known for?

Simon Backman is listed with skills including Retirement Planning, Financial Advisory, Strategic Financial Planning, Wealth Management, Superannuation, Wealth, Financial Services, and Financial Planning.

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