Greater Adelaide Area
Simon Wotherspoon is a Director of Perks Private Wealth and a key member of the wealth advisory team. Simon brings a wealth of experience and diverse skills including a background in corporate sales and marketing, followed by a decade as Director of Wotherspoon Wealth where he steered his financial advisory practice to FPA Professional Practice of the year in 2018, ultimately merging with Perks in 2020. Simon is an SMSF Specialist Advisor (SSATM) and Certified Financial Planner (CFP®) with a Graduate Diploma of Applied Finance (Financial Planning) and a Bachelor of Business.
Simon provides personal financial advice to clients wishing to build and conserve their hard earned wealth. He is a Certified Financial Planner (CFP) with a Graduate Diploma of Applied Finance (Financial Planning) and a Bachelor of Management (Marketing). Simon's broader business background, technical financial planning knowledge and natural communication style enable him to work productively with his clients to develop financial strategies that achieve their long term financial goals.
Before joining Astute Investing, Simon assisted wealthy clients with their Self Managed Super Funds and portfolio management at WHK Financial Planning in Melbourne.
Simon's prior business experience includes five years with Colgate-Palmolive in sales, marketing and profit management.