Financial Health Check

In this FREE eLearning course, Financial Advisor Simon Hepson from Oxlade Financial introduces the foundations of a personal financial health check. It explains that strong financial planning is about using money as a tool to fund the life you want, rather than treating money itself as the goal. Key topics include setting clear financial goals, understanding investment options, starting early to benefit from compounding, avoiding emotional investment decisions, using superannuation strategically, reviewing personal insurance, managing debt carefully, and protecting wealth through estate planning. The overall message is that financial success comes from having a long-term plan, staying disciplined, diversifying, protecting against risks, and seeking quality advice where needed.

Instructor

Simon Hepson

Financial Adviser

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).

Modules

Course Curriculum

Course Content

Certificates

Certificate availalble upon completion of the course.

Course Duration

1 hour

Length of Access

6 months

Course Curriculum

Course Content

Final Quiz

FAQs

There is no such thing as a bad question. If you can’t find the answer here, please reach out to the HR in Health team.

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