Future of financial planning: Ethics, compliance and job opportunities
Online via Zoom
Join us for an online event to hear from University of Wollongong alumni about “Future of financial planning: Ethics, compliance and job opportunities”. You will have the opportunity to broaden your career projections and ask questions that might facilitate the transition from university to the job market.
When: Week 10, Thursday 6th October 2022
Time: 12:30pm – 1:30pm
Senior Financial Adviser, RSM Financial Services Australia Pty Ltd
Bachelor of Commerce (Financial Planning) from the University of Wollongong (2008)
Simon has been actively involved in the financial services industry for over 10 years and has been a Certified Financial Planner® since 2013. Creating enduring, positive change is fundamental in Simon’s ongoing relationship with all clients.
He has broad experience advising personal individuals, family groups, and corporate clients on building, protecting, and maintaining the lifestyle they desire. By understanding each individual’s financial and lifestyle aspirations, Simon is able to design a strategy to suit the needs of each of his clients and specifically to realise their unique aspirations.