Simon Wotherspoon Email & Phone Number
Who is Simon Wotherspoon? Overview
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Simon Wotherspoon is listed as Director at Perks, a with 163 employees, based in Greater Adelaide Area, Australia. AeroLeads shows a matched LinkedIn profile for Simon Wotherspoon.
Simon Wotherspoon previously worked as Director & Principal Adviser at Wotherspoon Wealth and Associate Adviser at Whk Melbourne. Simon Wotherspoon holds Bachelor Of Management, Marketing from University Of South Australia.
Email format at Perks
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About Simon Wotherspoon
Simon Wotherspoon is a Director of Perks Private Wealth and a key member of the wealth advisory team. Simon brings a wealth of experience and diverse skills including a background in corporate sales and marketing, followed by a decade as Director of Wotherspoon Wealth where he steered his financial advisory practice to FPA Professional Practice of the year in 2018, ultimately merging with Perks in 2020.Simon is an SMSF Specialist Advisor (SSATM) and Certified Financial Planner (CFP®) with a Graduate Diploma of Applied Finance (Financial Planning) and a Bachelor of Business.
Simon Wotherspoon's current company
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Simon Wotherspoon work experience
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Director & Principal Adviser
Simon provides personal financial advice to clients wishing to build and conserve their hard earned wealth. He is a Certified Financial Planner (CFP) with a Graduate Diploma of Applied Finance (Financial Planning) and a Bachelor of Management (Marketing). Simon's broader business background, technical financial planning knowledge and natural communication style enable him to work productively with his clients to develop financial strategies that achieve their long term financial goals.
Associate Adviser
Before joining Astute Investing, Simon assisted wealthy clients with their Self Managed Super Funds and portfolio management at WHK Financial Planning in Melbourne.
Business Manager, Sales & Marketing
Simon's prior business experience includes five years with Colgate-Palmolive in sales, marketing and profit management.
Colleagues at Perks
Other employees you can reach at perks.com.au. View company contacts for 163 employees →
Fleur Homburg
Colleague at PerksAdelaide, South Australia, Australia
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Sarah Evans
Colleague at PerksGreater Adelaide Area, Australia
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Dace Howard
Colleague at PerksAdelaide, South Australia, Australia
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Miranda Moyle
Colleague at PerksGreater Adelaide Area, Australia
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Maximilian Thring
Colleague at PerksAdelaide, South Australia, Australia
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Samuel Garreffa Cfp® Aeps®
Colleague at PerksParkside, South Australia, Australia
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Shae-Lea Fischer
Colleague at PerksAdelaide, South Australia, Australia
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Neil Oakes
Colleague at PerksGreater Adelaide Area, Australia
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Flynn Evans
Colleague at PerksGreater Adelaide Area, Australia
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Lisa Butler
Colleague at PerksGreater Adelaide Area, Australia
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Simon Wotherspoon education
Bachelor Of Management, Marketing
Smsf Specialist Advisor™, Self Managed Super
Cfp, Financial Planning, Applied Finance & Financial Planning
Graduate Diploma Of Applied Finance, Applied Finance
Frequently asked questions about Simon Wotherspoon
Quick answers generated from the profile data available on this page.
What company does Simon Wotherspoon work for?
Simon Wotherspoon works for Perks.
What is Simon Wotherspoon's role at Perks?
Simon Wotherspoon is listed as Director at Perks.
Where is Simon Wotherspoon based?
Simon Wotherspoon is based in Greater Adelaide Area, Australia while working with Perks.
What companies has Simon Wotherspoon worked for?
Simon Wotherspoon has worked for Perks, Wotherspoon Wealth, Whk Melbourne, and Colgate-Palmolive.
Who are Simon Wotherspoon's colleagues at Perks?
Simon Wotherspoon's colleagues at Perks include Fleur Homburg, Sarah Evans, Dace Howard, Miranda Moyle, and Maximilian Thring.
How can I contact Simon Wotherspoon?
You can use AeroLeads to view verified contact signals for Simon Wotherspoon at Perks, including work email, phone, and LinkedIn data when available.
What schools did Simon Wotherspoon attend?
Simon Wotherspoon holds Bachelor Of Management, Marketing from University Of South Australia.
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