Principal and Certified Financial Planner®
Authorised representative of Hillross Financial Services
After 9 years as a Financial Planner with GIO Australia, I set up Zenith Financial Planning P/L in 2001 with the goal of providing affordable, comprehensive advice to clients based on strategy rather than products. With this in mind we established the business as a fee for service model charging an hourly rate or set fees rather than relying on commissions from product sales.
As a Certified Financial Planner® with the Financial Planning Association (FPA), I strive to assist clients in achieving financial independence and understanding the tools that deliver it. Outside the office, you will find me fishing or surfing with my teenage boys.
Simon Boylan has been listed as one of the top 50 Advisers by Wealth Professional magazine.
Advice I specialise in includes:
- Aged Care Financial Advice
- Estate Planning
Qualifications and Membership:
- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Financial Planning Association of Australia Limited