Simon Barwick

Simon Barwick is Director, Wealth at Bentleys Wealth (Victoria) and has worked in the financial services industry since 1998. Throughout his career, he has held a diverse range of roles spanning financial advice, business development, senior leadership and practice ownership, providing him with a broad perspective on both personal and business financial planning.

Simon is passionate about helping clients gain clarity and confidence in their financial decisions. He believes quality financial advice should be practical, personalised and easy to understand. Adopting a goals-based approach, Simon works closely with clients to identify what is most important to them, develop tailored strategies and implement structured plans designed to achieve their long-term financial objectives.

He has extensive experience advising individuals, families, retirees and business owners across a wide range of financial matters, including retirement planning, superannuation, wealth creation, investment management, personal risk insurance and estate planning. Simon also works closely with small and medium-sized business owners, providing strategic advice on business succession planning, buy-sell arrangements and intergenerational wealth transfer.

Recognising that the best outcomes are often achieved through collaboration, Simon regularly works alongside accountants, solicitors and other professional advisers to deliver integrated and comprehensive advice solutions for his clients.

Simon holds a Bachelor of Commerce and an Advanced Diploma of Financial Planning. He is a Registered Tax (Financial) Adviser with the Tax Practitioners Board and holds specialist accreditations in self-managed superannuation funds (SMSFs), securities and margin lending.

Before joining Bentleys Wealth (Victoria), Simon was General Manager of a Melbourne-based financial services practice. Prior to this, he was a co-founder and Managing Director of a successful financial services firm specialising in the transfer of UK pension benefits to Australia and their integration into comprehensive Australian financial planning strategies. Over a 14-year period, Simon directly, and through the businesses he led, assisted thousands of migrants and expatriates in establishing their financial future in Australia.

Today, Simon draws on more than 25 years of industry experience to help clients build, protect and transition wealth with confidence, providing trusted advice that evolves alongside their changing needs and goals.

Simon is an Authorised Representative (Number 255335) of Bentleys Wealth (Victoria) Pty Ltd (ABN 39 073 019 815, AFSL 245558).

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