Simon Clifford - The Investment Series

"I have always enjoyed helping people and to this day still find it one of the most rewarding things I do."

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Financial Planning

Simon Clifford

Having been in the Financial Planning industry since 1988, I’ve held a range of positions commencing as a life insurance consultant, shortly thereafter becoming a financial planner when I established my financial planning business in 1990.

Very early on I realised that continuing education was a core ingredient to not only helping people, but running a successful business. I completed my Certificate in Financial Markets in 1994, then went on to complete a Diploma in Financial Planning in 1997. To round out my industry qualifications I attained the highest designation becoming a Certified Financial Planner in 1997. I commenced a Masters of Business Administration (MBA) in 1998 completing it in Q1 2001. I continue to study and do courses today. Most recently becoming an Accredited Adviser with Family Business Australia (FBA) in 2014.

Currently a partner of Adviser fp, the practice is actively involved in providing financial planning advice to a broad range of clients with significant assets under advice.

Adviser fp

The Adviser fp client service experience is structured around a continual process of information gathering, communication, analysis, strategy development and ongoing review. The information gathering process starts from the first consultation where we seek to identify what you are trying to achieve and thereafter plays a key role in our ongoing relationship.

Built on a core philosophy of respect, honesty, integrity and professionalism Adviser fp provides comprehensive investment and financial planning advice to a broad range of clients. We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services.

Your journey along the Lifestyle and Wealth creation process is important. Having been in business for more than 25 years, the team at Adviser fp have the depth of skills, qualifications and understanding to ensure your financial planning experience is a friendly and enjoyable one.

You can find more about Adviser fp at www.adviserfp.com.au

Lessons from this expert

Lesson types: Think like an investor

How to plan for your dream

Simon Clifford

 Many people wonder if they can afford a financial planner, or whether they even have enough money to justify one. As Simon Clifford writes, people can’t afford to not have a planner, or a plan.

View Lesson >

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