Simon is a senior accounting and taxation professional with more than 13 years of experience advising privately owned businesses, high-net-worth families, and clients across a broad range of industries.
He specialises in complex taxation and business advisory matters, including capital gains tax, business structuring, asset protection, succession planning, deceased estates and strategic tax planning. Simon is known for combining strong technical expertise with practical commercial insight, helping clients navigate complex issues with clarity and confidence.
Taking a proactive and solutions-focused approach, Simon works closely with clients to develop tailored strategies that protect wealth, improve tax outcomes, and support long-term business and financial objectives. His ability to simplify technical matters and provide clear, actionable advice has enabled him to build lasting relationships and become a trusted adviser to many business owners and family groups.
Beyond taxation and compliance, Simon takes a holistic view of his clients’ affairs and collaborates with an extensive network of legal, financial, lending, and specialist advisers to deliver integrated solutions and exceptional client outcomes.
Outside of work, Simon enjoys spending time with his wife and two young children and catching up with family and friends. Originally from Geelong, he remains a supporter of the Geelong Cats and has a long-standing interest in performance vehicles and motorsport.
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