Part 3: Investment Strategies for Long Term Wealth

CFP®, MFinPlan, B.Bus

Simon Hepson is a Financial Adviser at Oxlade Financial. Simon has been an Adviser since 2013, and has been working in Independent practices since 2018.Simon is passionate about providing excellent and highly valuable advice to his clients. He works hard to help his clients achieve their goals and live their lives to the fullest. Simon truly listens and takes the time to understand his clients’ situations, stressors and desires, so that he can ensure advice is impactful and relevant for short, medium and long term objectives.Simon is an experienced and highly ethical operator. He mostly works with medical professionals, ambitious working people and pre-retirees.Simon was awarded Finalist in the SMSF Awards 2025 and the ifa Excellence Awards 2022.Simon is a qualified Certified Financial Planner®, and holds a Master in Financial Planning and a Bachelor of Business (Finance).