Simon Beasley

Simon Beasley Email and Phone Number

Senior Financial Planner @ Kingston Financial
australia
Simon Beasley's Location
Greater Sydney Area, Australia
Simon Beasley's Contact Details

Simon Beasley work email

Simon Beasley personal email

n/a
About Simon Beasley

For the past 20 years it has been my privilege to meet people who have shared with me their goals and aspirations.Common themes are the quest for certainty around retirement, understanding the investment landscape and securing their family's future.Considering the amount of work and sacrifice most people endure, the overall level of financial uncertainty around truly amazes me! Fortunately, we have the skills to fix this and be a source of truth to what is going on.This is achieved through:Listening to understand your situation and know what is important to you.Using my experience and resources to navigate investments, superannuation, tax and protection.Acting with integrity at all times.Understanding the difference between gross and net.It would be my pleasure to help you.Simon.

Simon Beasley's Current Company Details
Kingston Financial

Kingston Financial

View
Senior Financial Planner
australia
Website:
kingstonfinancial.com.au
Employees:
7
Simon Beasley Work Experience Details
  • Kingston Financial
    Senior Financial Planner
    Kingston Financial Apr 2022 - Present
    Lane Cove, New South Wales, Australia
    View
  • Fitzpatricks Private Wealth Northern Beaches
    Manager
    Fitzpatricks Private Wealth Northern Beaches Nov 2019 - Feb 2022
    Manly East, New South Wales, Australia
  • Nab
    Senior Financial Planning Manager
    Nab Feb 2004 - Nov 2019
    Newington, Wetherill Park And Sydney Nsw
    Helping clients achieve their goals through navigating superannuation, investments, taxation, protection and estate planning strategies.Along with my own experience and expertise, I utilise the resources, reputation and backing of the NAB.
    View
  • Mlc Limited
    Financial Adviser - Mlc Private Client Services
    Mlc Limited Sep 1998 - Jan 2004
    North Sydney
    Advising clients so as to enhance their long term financial goals. Strategies employed include superannuation, taxation and analysing investment options.
    View
  • Mlc Limited
    Administration And New Business Manager
    Mlc Limited Oct 1994 - Aug 1998
    Brisbane And North Sydney
    Four very enjoyable years managing various administrative and team leadership roles within the insurance and superannuation divisions of MLC.
    View

Simon Beasley Skills

Wealth Superannuation Retirement Planning Wealth Management Income Protection Strategic Financial Planning Investment Strategies Portfolio Management Mortgage Lending Pensions Life Insurance Investments Loans Commercial Banking Retirement Relationship Management Financial Services Estate Planning Financial Advisory Banking Financial Planners Term Life Insurance Smsf Retail Banking Stakeholder Management Financial Risk Financial Planning Business Relationship Management Self Managed Superannuation Funds

Simon Beasley Education Details

  • Brisbane Grammar School
    Brisbane Grammar School

Frequently Asked Questions about Simon Beasley

What company does Simon Beasley work for?

Simon Beasley works for Kingston Financial

What is Simon Beasley's role at the current company?

Simon Beasley's current role is Senior Financial Planner.

What is Simon Beasley's email address?

Simon Beasley's email address is si****@****.com.au

What schools did Simon Beasley attend?

Simon Beasley attended Brisbane Grammar School.

What skills is Simon Beasley known for?

Simon Beasley has skills like Wealth, Superannuation, Retirement Planning, Wealth Management, Income Protection, Strategic Financial Planning, Investment Strategies, Portfolio Management, Mortgage Lending, Pensions, Life Insurance, Investments.

Who are Simon Beasley's colleagues?

Simon Beasley's colleagues are Tracie James Supnet, Kacie West, Alexia Philis, Nancy Thompson, Molly Trubshaw.

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