Simon is a director in our Business Advisory and Corporate Finance teams, and is based in our Newcastle office.
For over 30 years Simon has been helping business owners and managers to develop successful strategies focused on building thriving organisations. He has significantly contributed to the success of a large number of local businesses through start-up and scale-up growth phases, mergers and acquisitions and ultimately strategic succession planning and sale.
Simon is able to leverage his network of highly influential business owners and CEOs to help grow businesses and wealth locally, nationally and internationally.
With a passion for business performance measurement and innovation, Simon continues to invest in developing new and additional products and services within the firm and with our clients. This not only supports business improvement and growth but also ensures we are consistently meeting and exceeding our clients’ expectations.
Simon’s expertise across corporate governance, business development and strategy, structure, succession, finance, taxation and commercial matters means he has the necessary skillset to implement holistic and effective business plans.
To properly service a business, its owners and their aspirations, Simon believes the best approach is to fully understand the business operation and the goals of its stakeholders. As part of this approach, Simon enjoys being an active and independent member of his clients’ management teams. He also sits on the boards for several companies as a paid non-executive director.
Simon’s Board appointments include:
- Non-executive director, and chair of the audit and risk committee for Pacific Smiles Group (a large dental ASX listed entity with over $300M market capitalisation and 65 centres);
- Non-executive director of Canyon Property Trust (Unlisted property trust);
- Founder and non-executive director of PKF Wealth (financial planning business $500M+ funds under advice);
- Non-executive Director of Haemokinesis Pty Ltd (a global blood serology and blood banking solutions business).
Beyond the traditional role of business adviser, Simon also dedicates much of his time to mentoring and nurturing talented young professionals at PKF and externally.