Simon Clifford, is a seasoned financial adviser, bringing over 35 years of experience to the table. His journey in the financial planning industry began in 1988, starting as a life insurance consultant and swiftly transitioning into a financial planner when he established his own financial planning business in 1990.

Simon’s commitment to continuous learning led him to complete a Certificate in Financial Markets in 1994, followed by a Diploma in Financial Planning in 1997. Not stopping there, he achieved the highest designation as a CERTIFIED FINANCIAL PLANNER® in the same year. Simon’s thirst for knowledge persisted, prompting him to pursue a Master of Business Administration (MBA), which he successfully completed in 2001. His dedication extends to ongoing studies and short courses, including his admission as an Accredited Adviser with Family Business Australia (FBA) in 2014.

Simon’s diverse roles have provided him with valuable insights into running a business and managing the operations of a licensed dealer in securities. Notably, he established a privately owned Australian Financial Services Licensee (AFSL) in 2001, which had 24 branches in NSW, where he served as a Director until its sale in June 2012.

Simon is currently a director and owner of the AFSL FP Advice, and is the CEO of his Financial Planning practice Adviser fp, which currently employs 18 staff.

His interest in Family Business stems from working alongside his brother for 13 years and navigating the complexities of buying out a family member in 2003.

Outside of his professional endeavours, Simon is a devoted family man, married, with a son and daughter. He is involved in various community fundraisers, engages in numerous sporting activities and skilfully balances his busy schedule between these pursuits and his family.

Adviser fp Financial Services Guide – 1 August 2026