Simon Gagliardi B.Bus, Adv. Dip. FS, JP (Qual)
Simon Gagliardi has been working in the Financial Planning Industry since 2001. With a personal passion for investment markets and property, Simon provides his clients with an insightful and honest approach to building and managing their investment portfolios.
He works closely with his clients and their families providing much more than a plan to secure their financial future. Simons’ attitude is focused on creating a financial legacy; something that most people don’t consider when they look at their ‘goals and objectives’. A legacy is something that can be passed to loved ones, charities and alike.
Growing up in a family of Doctors, Simon has also fostered and continues build a strong rapport with medical and associated professionals; a regular presenter at Doctor and Dentist training, graduation and information sessions. Simon considers this sector a familiar one and has enjoyed growing these relationships over the years.
Simon considers that anyone can meet their goals and the key to this is starting early; regardless of their current financial situation. He is passionate about helping his clients and has become well regarded for the high quality, personalised advice he provides.
“Holistic financial advice isn’t just about providing for a client’s future it is ultimately about protecting and preserving their legacy”