Simon is a qualified CPA and Senior Manager at Lombardi Partners with over 7 years’ experience providing tax and business advisory services to small and medium enterprises.
Simon is quick to build strong relationships with his clients, is committed to their vision, and proactively assists clients to achieve their business goals.
Simon has a passion for wealth creation, asset protection, and estate planning. He regularly identifies value-add opportunities to optimise client’s affairs, including advising on self-managed superannuation funds as a qualified SMSF Financial Adviser.
Simon is an expert at cloud-based accounting and all things Xero.
Outside of the office, Simon leads an active family life with his wife Samantha, and their young daughter Emily.
Simon is a car enthusiast and when not at work enjoys working on his modified sports car and participating in motor sporting events.
Qualifications
Industry Specialisations