Simon Guiliano
Senior Financial Advisor at Acorn Wealth
Based in Murrumbeena, Australia
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Seniority
Manager
Department
Finance & Accounting
Location
Murrumbeena
Industry
Financial Services
Company size
14
Contact information
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s•••••••@acornwealth.com.au
Phone
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Background
About Simon Guiliano
I am a Certified Financial Planner working with people of all ages to address their financial complexities and provide strategic advice to help set them on the path to achieving their financial goals. My focus is on strategy rather than product which ensures the client’s interests are the sole driver of the advice I provide. I enjoy the challenge of dealing with the specific issues and problems that individuals are confronted with, and the rewards that come from finding solutions that make a real difference to those clients and their families. My major areas of specialty include superannuation (including Self Managed Super Funds), budgeting, income/cash flow planning, taxation planning, government entitlements, risk insurance, estate planning and investment management.
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