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Simon Willis

My role is to help my clients fulfil their lifelong dreams. Many people I meet with don't even... | Marcoola, Queensland, Australia

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Simon Willis’s Emails [email protected]

Simon Willis’s Phone Numbers No phone number available.

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Simon Willis’s Location Marcoola, Queensland, Australia

Simon Willis’s Expertise My role is to help my clients fulfil their lifelong dreams. Many people I meet with don't even know the balance of their Superannuation let alone what fund they are invested in or how much they need to retire comfortably and how they are going to get there! I see myself, not as a financial planner, buy rather a partner and guide on a journey to achieving dreams. Achieving objectives through reaching goals is only scratching the surface. My desire is that my clients are able to fulfil their purpose and destiny because the are financially free.

Simon Willis’s Current Industry Fixed Price Realty

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Work Experience

Fixed Price Realty

Real Estate Agent

Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Commonwealth Bank

Financial Planner

Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Stateplus

Financial Planner

Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Pinnacle Real Estate Agency

Real Estate Sales Agent

Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Smart Properties

Real Estate Agent

Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Citadel Private Client Wealthcare

Advisory Partner

Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Alexander Forbes

Financial Advisor

Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Absa Investment Services

Business Developement Consultant

Tue Aug 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Momentum

Marketing Advisor

Thu Sep 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

Metropolitan

Executive Investment Consultant

Sun Feb 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)

Standard Bank

Insurance Broker

Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)

Old Mutual

Broker Consultant

Wed Aug 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Simon Willis Email Addresses

[email protected] Email

Simon Willis Phone Number

No phone number available. Phone number

FAQ About Simon Willis

Simon Willis is located at
Marcoola, Queensland, Australia

Simon Willis is a
My role is to help my clients fulfil their lifelong dreams. Many people I meet with don't even know the balance of their Superannuation let alone what fund they are invested in or how much they need to retire comfortably and how they are going to get there! I see myself, not as a financial planner, buy rather a partner and guide on a journey to achieving dreams. Achieving objectives through reaching goals is only scratching the surface. My desire is that my clients are able to fulfil their purpose and destiny because the are financially free. Fixed Price Realty

Simon Willis currently works in the
Fixed Price Realty

Simon Willis specializes in
My role is to help my clients fulfil their lifelong dreams. Many people I meet with don't even know the balance of their Superannuation let alone what fund they are invested in or how much they need to retire comfortably and how they are going to get there! I see myself, not as a financial planner, buy rather a partner and guide on a journey to achieving dreams. Achieving objectives through reaching goals is only scratching the surface. My desire is that my clients are able to fulfil their purpose and destiny because the are financially free.

Simon Willis speaks the following languages:
No languages available.

Simon Willis has prior experience in the following industries:
Commonwealth Bank , Stateplus , Pinnacle Real Estate Agency , Smart Properties , Citadel Private Client Wealthcare , Alexander Forbes , Absa Investment Services , Momentum , Metropolitan , Standard Bank , Old Mutual

Simon Willis has the following professional experience:
Fixed Price Realty , Commonwealth Bank , Stateplus , Pinnacle Real Estate Agency , Smart Properties , Citadel Private Client Wealthcare , Alexander Forbes , Absa Investment Services , Momentum , Metropolitan , Standard Bank , Old Mutual .