We are pleased to announce that Wahlstrom Financial Services now has a new General Manager, Simon Backman. Leigh and I will both remain Directors and Advisers at WFS but Simon will be overseeing the day-to-day running of the business.
With over 11 years’ experience in the Financial Services industry and holding a Bachelor of Health Science (Clinical Science Major), Bachelor of Commerce (Finance and Economics) and his Advanced Diploma of Financial Services (Financial Planning), we are confident that Simon can bring his knowledge and experience to our business to help us continue to grow and service our clients at an exceptional level.
Simon is passionate about the difference quality advice and exceptional leadership can make to personal and business performance, and he enjoys working with professional financial services businesses to deliver consistent, quality outcomes for themselves and their clients. He also believes that "Great financial advice should be about more than just the money. The advice experience should be educational, inspirational and empower client(s) to make life choices and pursue their goals with clarity, purpose and confidence. Above all it should be a long-term partnership between adviser and client(s) that delivers peace of mind both now and into the future“.
We are excited for Simon to be a part of our great team and can’t wait to see what the future brings!