Simon Mrocki
Director at Linargo Financial Services
Based in Melbourne, Australia
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Seniority
Director
Department
General Business & Management
Location
Melbourne
Industry
Financial Services
Company size
2
Contact information
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s•••••••@linargo.com.au
Phone
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Background
About Simon Mrocki
- Simon Mrocki (03) 8609 1287 Simon is passionate about providing quality advice to individuals and family groups, and helping clients manage the complexities that accompany wealth. Simon has extensive experience in the areas of wealth accumulation strategies, tax planning, retirement planning and self managed super funds, risk protection, estate planning, direct equities and gearing strategies. Academic and Professional Qualifications- Master of Financial Planning (RMIT University)- Bachelor of Commerce (Monash University)- Member Financial Planning Association - Member SMSF Professionals Association of Australia - Member Institute of Public Accountants - Accredited Self Managed Super Fund Specialist Advisor - Accredited Estate Planning Strategist
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