Simon Barwick, is a Senior Financial Planner at bdhSterling and has over 15 years’ experience in financial services. In addition to meeting the varied needs of his Australian client base, Simon also focuses on wealth creation and protection strategies for high net worth individuals and skilled Australian migrants from the UK.
He is an expert in assisting both individuals and corporates. For individuals, this includes assessing strategies and products to meet financial goals, through risk management, investment and retirement planning. Additionally, he has extensive experience in assisting clients who wish to invest transferred UK Pensions into appropriate QROPS superannuation funds and SMSFs. His corporate expertise includes structuring buy/sell arrangements, key man insurance, and succession planning for business owners.
Before assisting in the establishment of bdhSterling in Australia, Simon held directorships in financial planning practices, a commercial insurance practice and a migration consultancy.
Title: Senior Financial Planner
Qualifications: Bachelor of Commerce, Diploma of Financial Services (Financial Planning)