Our Team

Simon Rowse
Partner, Private Client Adviser

Simon is passionate about helping individuals and families achieve their financial goals. With over 20 years of experience in providing advice and a background in the accounting profession, he has successfully guided countless clients toward financial security and prosperity.

Whether planning for retirement, managing investments, or securing your financial future, he offers expert guidance and personalised solutions tailored to your unique circumstances.

Outside of his professional life, he is a proud husband and father of two children. In his downtime, you'll find him passionately supporting the North Queensland Cowboys in the NRL.

Accreditations
  • Bachelor of Commerce
  • Specialist accreditation in Margin Lending
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Townsville office