Why a Solid Budget is Essential for Effective Financial Planning 00:10:00
David Simon is one of Australia’s most respected financial advisors. He has extensive experience in wealth management, including 18 years with the Westpac Group. David has a passion for helping improve the financial literacy of all Australians. David holds a Bachelor of Commerce with a major in Economics, completed the Wharton School executive education program, is a certified responsible investment financial adviser (Responsible Investing Association Australasia) and a Certified Financial Planner® (Financial Planning Association of Australia).
