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Simon Wotherspoon Email & Phone Number

Director at Perks
Location: Greater Adelaide Area, Australia 4 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Director
Location
Greater Adelaide Area, Australia
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Who is Simon Wotherspoon? Overview

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Quick answer

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.

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Email format at Perks

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Perks

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Profile bio

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.

Current workplace

Simon Wotherspoon's current company

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Perks
Perks
Director
Website
Employees
163
AeroLeads page
4 roles · 25 years

Simon Wotherspoon work experience

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Director

Current
May 2020 - Present

Director & Principal Adviser

Wotherspoon Wealth

Adelaide, Australia

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.

May 2010 - May 2020

Associate Adviser

Whk Melbourne

Melbourne, Australia

Before joining Astute Investing, Simon assisted wealthy clients with their Self Managed Super Funds and portfolio management at WHK Financial Planning in Melbourne.

2007 - 2010 ~3 yrs

Business Manager, Sales & Marketing

Melbourne, Australia

Simon's prior business experience includes five years with Colgate-Palmolive in sales, marketing and profit management.

2002 - 2007 ~5 yrs
Team & coworkers

Colleagues at Perks

Other employees you can reach at perks.com.au. View company contacts for 163 employees →

4 education records

Simon Wotherspoon education

Smsf Specialist Advisor™, Self Managed Super

Spaa

Self Managed Superannuation Specialist

Cfp, Financial Planning, Applied Finance & Financial Planning

Financial Planning Association, Australia

Applied Finance

Graduate Diploma Of Applied Finance, Applied Finance

Financial Services Institute Of Australia
FAQ

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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