PKF Australia

Accountants and Business Advisers

Simon Lally

Professional Experience

Simon heads up our PKF Wealth Melbourne team.

He has over 17 years’ experience in the Financial Services industry including previous senior advisory roles at the Bank of Melbourne Private, Commonwealth Private Bank and boutique advisory firm Paradigm Wealth Management.

Simon provides strategic, investment and protection advice to high net worth families, executives and business owners, helping them to successfully manage their wealth and meet their changing financial needs during different stages of their life. He has particular expertise in the areas of Self-Managed Superannuation, retirement planning and the management of diversified investment portfolios.

Simon holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning. He also carries the designation of Certified Financial Planner (CFP).

Simon is an Authorised Representative of The Advice Exchange (ABN 55 107 629 194 and AFSL 278937).

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