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Financial Planning

We now have a Mortgage Choice Financial Planning division to ensure our clients have access to transparent and impartial financial advice.  We would like to introduce you to Simon Devine our Financial Adviser.  He is qualified to provide advice in the following areas:

  • Superannuation and Self-Managed Super:
  • Super Contribution strategies and Transition to Retirement:
  • Personal Investments:
  • Personal Insurance protecting your income, disability or death.

To come in and discuss your personal situation, please contact us on 3399 8922 or call Simion directly on 0477 772 877  to make an appointment.

Professional Experience

Simon holds an Advanced Diploma of Financial Services with over 27 years in the Financial Services Industry including over 12 years working as a Financial Adviser.

His love of financial planning stems from being able to educate people on ways to make the most of their hard earned money, and building long term relationships with his clients to ensure their financial strategy changes with their everchanging lives.

He has experience across all areas of financial planning and has worked extensively with clients in the risk insurance area. He is married with two children and understands the importance of making sure the family is protected from the unexpected.

Contact us today.