Senior Financial Planner
Current
Apr 2022 - Present
AeroLeads people directory · profile
Simon Beasley Email & Phone Number
Senior Financial Planner
at
Kingston Financial
1 work email found
@nab.com.au
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner
Location
Greater Sydney Area, Australia
Company size
Who is Simon Beasley? Overview
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Quick answer
Simon Beasley is listed as Senior Financial Planner at Kingston Financial, a with 7 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Simon Beasley.
Simon Beasley previously worked as Manager at Fitzpatricks Private Wealth Northern Beaches and Senior Financial Planning Manager at Nab. Simon Beasley studied at Brisbane Grammar School.
Company email context
Email format at Kingston Financial
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{first}.{last}@nab.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Simon Beasley. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth, Superannuation, Retirement Planning, Wealth Management, and 25 others.
Current workplace
Simon Beasley's current company
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Kingston Financial
5 roles
Simon Beasley work experience
A career timeline built from the work history available for this profile.
Manager
Fitzpatricks Private Wealth Northern Beaches
Nov 2019 - Feb 2022
Senior Financial Planning Manager
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.
Feb 2004 - Nov 2019
Financial Adviser - Mlc Private Client Services
Advising clients so as to enhance their long term financial goals. Strategies employed include superannuation, taxation and analysing investment options.
Sep 1998 - Jan 2004
Administration And New Business Manager
Four very enjoyable years managing various administrative and team leadership roles within the insurance and superannuation divisions of MLC.
Oct 1994 - Aug 1998
Team & coworkers
Colleagues at Kingston Financial
Other employees you can reach at kingstonfinancial.com.au. View company contacts for 7 employees →
MT
Molly Trubshaw
Colleague at Kingston FinancialNottinghamshire, England, United Kingdom
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TJ
Tracie James Supnet
Colleague at Kingston FinancialCentral Luzon, Philippines
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AP
Alexia Philis
Colleague at Kingston FinancialCherrybrook, New South Wales, Australia
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NT
Nancy Thompson
Colleague at Kingston FinancialMontreal, Quebec, Canada
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KW
Kacie West
Colleague at Kingston FinancialCairns, Queensland, Australia
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Molly Trubshaw
Colleague at Kingston FinancialNottinghamshire, England, United Kingdom
View →
TJ
Tracie James Supnet
Colleague at Kingston FinancialCentral Luzon, Philippines
View →
AP
Alexia Philis
Colleague at Kingston FinancialCherrybrook, New South Wales, Australia
View →
NT
Nancy Thompson
Colleague at Kingston FinancialMontreal, Quebec, Canada
View →
KW
Kacie West
Colleague at Kingston FinancialCairns, Queensland, Australia
View →
1 education record
Simon Beasley education
-
Brisbane Grammar School
FAQ
Frequently asked questions about Simon Beasley
Quick answers generated from the profile data available on this page.
What company does Simon Beasley work for?
Simon Beasley works for Kingston Financial.
What is Simon Beasley's role at Kingston Financial?
Simon Beasley is listed as Senior Financial Planner at Kingston Financial.
What is Simon Beasley's email address?
AeroLeads has found 1 work email signal at @nab.com.au for Simon Beasley at Kingston Financial.
Where is Simon Beasley based?
Simon Beasley is based in Greater Sydney Area, Australia while working with Kingston Financial.
What companies has Simon Beasley worked for?
Simon Beasley has worked for Kingston Financial, Fitzpatricks Private Wealth Northern Beaches, Nab, and Mlc Limited.
Who are Simon Beasley's colleagues at Kingston Financial?
Simon Beasley's colleagues at Kingston Financial include Molly Trubshaw, Tracie James Supnet, Alexia Philis, Nancy Thompson, and Kacie West.
How can I contact Simon Beasley?
You can use AeroLeads to view verified contact signals for Simon Beasley at Kingston Financial, including work email, phone, and LinkedIn data when available.
What schools did Simon Beasley attend?
Simon Beasley studied at Brisbane Grammar School.
What skills is Simon Beasley known for?
Simon Beasley is listed with skills including Wealth, Superannuation, Retirement Planning, Wealth Management, Income Protection, Strategic Financial Planning, Investment Strategies, and Portfolio Management.
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