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

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

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.

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