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Simon Barwick Email & Phone Number
Director of Financial Planning
at
Bentleys Victoria
1 work email found
@vantagefinancial.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning
Location
Hawthorn, Victoria, Australia
Company size
Who is Simon Barwick? Overview
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Quick answer
Simon Barwick is listed as Director of Financial Planning at Bentleys Victoria, a with 131 employees, based in Hawthorn, Victoria, Australia. AeroLeads shows a work email signal at vantagefinancial.com.au and a matched LinkedIn profile for Simon Barwick.
Simon Barwick previously worked as Director - Financial Planning at Mclean Delmo Bentleys Financial Services and Senior Advisor at Mclean Delmo Bentleys Financial Services. Simon Barwick holds B.Com, General Commerce from University Of Southern Queensland.
Company email context
Email format at Bentleys Victoria
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{first_initial}{last}@vantagefinancial.com.au
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Profile bio
About Simon Barwick
Experienced financial services professional, blending practice management skills, an entrepreneurial mindset, extensive client advising experience, and proven stakeholder management. I am valued for being a strong leader, an innovative thinker, and bring an engaging, empathetic and collaborative style that builds relationships, both with clients and staff across all levels of an organisation. I have a proven record of managing financial planning practices and client needs through volatile markets, changing legislative environments, and across multiple jurisdictions.
Listed skills include Retirement Planning, Wealth Management, Wealth, Superannuation, and 22 others.
Current workplace
Simon Barwick's current company
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Bentleys Victoria
8 roles · 22 years
Simon Barwick work experience
A career timeline built from the work history available for this profile.
Director - Financial Planning
Mclean Delmo Bentleys Financial Services
Senior Advisor
Mclean Delmo Bentleys Financial Services
Dec 2020 - Jul 2021
General Manager
Auswide Financial Planning
Sep 2019 - Oct 2020
Senior Financial Planner & Authorised Representative
bdhSterling is a specialist, provider of Cross Border (financial) Solutions and investment advice. bdhSterling is the evolution of over a decade of experience in the UK pension transfer market and over 3 decades of experience in the property and investment markets. Our unique ability to integrate an unparalleled range of financial services, with licensed financial advisers within both our UK and Australian offices, allows us to meet our clients varied needs, locally and globally.We… Show more bdhSterling is a specialist, provider of Cross Border (financial) Solutions and investment advice. bdhSterling is the evolution of over a decade of experience in the UK pension transfer market and over 3 decades of experience in the property and investment markets. Our unique ability to integrate an unparalleled range of financial services, with licensed financial advisers within both our UK and Australian offices, allows us to meet our clients varied needs, locally and globally.We specialise in servicing the needs of; Local Australian and UK clients Australian and UK migrants Australian and UK expats, living and working globallyOur Services include; UK Pension Transfers QROPS SMSF's Wealth Management, including investments, super, insurance Retirement Planning Accounting & Tax Investment Property Mortgages Foreign ExchangeI manage the delivery of tailored, cross jurisdictional and local financial advice for both internal bdhSterling clients, and external clients of financial intermediaries. Internally, I am a Practice Investment Committee member. Simon Barwick is an Authorised Representative of Oakwest Holdings, ASFL# 222266. Authorised Representative Number 255335.Please note that the Oakwest Holdings AFSL applies to financial product advice only. Mortgage broking, general insurance, accounting, legal document drafting, taxation, real estate, business coaching and migration solutions are not considered financial products. MigrationOur Australian head office is located in Perth, with our interstate offices located in Sydney & Melbourne. Our UK head office is based in Epsom. Show less
Jul 2017 - Aug 2019
Managing Director (Australia) & Authorised Representative
bdhSterling is a specialist, provider of Cross Border (financial) Solutions and investment advice. bdhSterling is the evolution of over a decade of experience in the UK pension transfer market and over 3 decades of experience in the property and investment markets. Our unique ability to integrate an unparalleled range of financial services, with licensed financial advisers within both our UK and Australian offices, allows us to meet our clients varied needs, locally and globally.We… Show more bdhSterling is a specialist, provider of Cross Border (financial) Solutions and investment advice. bdhSterling is the evolution of over a decade of experience in the UK pension transfer market and over 3 decades of experience in the property and investment markets. Our unique ability to integrate an unparalleled range of financial services, with licensed financial advisers within both our UK and Australian offices, allows us to meet our clients varied needs, locally and globally.We specialise in servicing the needs of; Local Australian and UK clients Australian and UK migrants Australian and UK expats, living and working globallyOur Services include; UK Pension Transfers QROPS SMSF's Wealth Management, including investments, super, insurance Retirement Planning Accounting & Tax Investment Property Mortgages Foreign Exchange MigrationOur Australian head office is located in Perth, with our interstate offices located in Sydney & Melbourne. Our UK head office is based in Epsom.Simon Barwick is an Authorised Representative of Oakwest Holdings, ASFL# 222266. Authorised Representative Number 255335.Please note that the Oakwest Holdings AFSL applies to financial product advice only. Mortgage broking, general insurance, accounting, legal document drafting, taxation, real estate, business coaching and migration solutions are not considered financial products. Show less
Jul 2014 - Jun 2017
Financial Adviser & Authorised Representative
I delivered holistic financial advice to the clients of John Hopkins Financial services; covering advice areas of superannuation, investments, and insurance and co-ordinated advice on property, mortgages and accounting.
Jun 2013 - Jun 2014
Director & Authorised Representative
I was a joint founder of Vantage Financial within the Vantage Group, leading the financial planning practice and the advice delivery to clients of all group companies. We provided comprehensive advice on wealth management, investments, superannuation, personal insurance, pension transfers and home loans. We also worked with companies to deliver corporate solutions that reduced business risk and helped retain and attract high quality staff. Our clients included individuals, small to medium size… Show more I was a joint founder of Vantage Financial within the Vantage Group, leading the financial planning practice and the advice delivery to clients of all group companies. We provided comprehensive advice on wealth management, investments, superannuation, personal insurance, pension transfers and home loans. We also worked with companies to deliver corporate solutions that reduced business risk and helped retain and attract high quality staff. Our clients included individuals, small to medium size businesses and major corporates. Show less
2005 - May 2013
Team & coworkers
Colleagues at Bentleys Victoria
Other employees you can reach at bentleys.com.au. View company contacts for 131 employees →
3 education records
Simon Barwick education
B.Com, General Commerce
Adv. Dip Fp
Diploma Of Financial Services, Financial Planning
Kaplan
FAQ
Frequently asked questions about Simon Barwick
Quick answers generated from the profile data available on this page.
What company does Simon Barwick work for?
Simon Barwick works for Bentleys Victoria.
What is Simon Barwick's role at Bentleys Victoria?
Simon Barwick is listed as Director of Financial Planning at Bentleys Victoria.
What is Simon Barwick's email address?
AeroLeads has found 1 work email signal at @vantagefinancial.com.au for Simon Barwick at Bentleys Victoria.
Where is Simon Barwick based?
Simon Barwick is based in Hawthorn, Victoria, Australia while working with Bentleys Victoria.
What companies has Simon Barwick worked for?
Simon Barwick has worked for Bentleys Victoria, Mclean Delmo Bentleys Financial Services, Auswide Financial Planning, Bdhsterling, and The Hopkins Group (Australia).
Who are Simon Barwick's colleagues at Bentleys Victoria?
Simon Barwick's colleagues at Bentleys Victoria include Jo Adams, Lorena Santos, and Kristy Polglase.
How can I contact Simon Barwick?
You can use AeroLeads to view verified contact signals for Simon Barwick at Bentleys Victoria, including work email, phone, and LinkedIn data when available.
What schools did Simon Barwick attend?
Simon Barwick holds B.Com, General Commerce from University Of Southern Queensland.
What skills is Simon Barwick known for?
Simon Barwick is listed with skills including Retirement Planning, Wealth Management, Wealth, Superannuation, Pensions, Investments, Strategic Financial Planning, and Financial Advisory.
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