Simon Wotherspoon — Wotherspoon Wealth
Director and Principal Adviser
Investments specialist; client-focused; world traveller; family man
I help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions.
Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.
My career started in corporate sales and marketing but a strong desire to work in a people-oriented profession led me to financial planning. After a number of years building my new career in Melbourne, I returned to Adelaide to establish Astute Investing (now Wotherspoon Wealth) with my father, John.
Family is important to me, and with a beautiful wife and young family, life is pretty busy. I love sport and have been lucky enough to be a spectator at the Cricket World Cup in the Caribbean, and I am an Adelaide Crows supporter as a season ticket holder.