Simon Barry

Associate Director

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Simon Barry

Associate Director

“I help clients find practical solutions and achieve the best results during all stages of their financial journey.”

Simon’s key service area is superannuation advisory and self-managed superannuation administration, with a focus on estate planning and trusts. This allows him to advise on retirement planning and wealth protection strategies.

Simon also has extensive experience working with ownermanaged businesses across a broad range of industries. He regularly consults with them on their financial management and tax obligations, and assists with business restructuring as required.

Qualifications

  • CA SMSF Specialist
  • Fellow of Chartered Accountants Australia and New Zealand (FCA)
  • Bachelor of Business (Accountancy) (QUT)

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