Core Independent Financial Advice

We focus on what is important to you and
we align these values with your personal and financial goals

About Us

Core Independent Financial Advice was born out of a desire to provide great advice and to remove any conflicts, perceived or real, with product providers and institutions. We are proud to be the first financial advice business in Tasmania practising the gold standard of independence as a member of the Independent Financial Advisers Association of Australia (IFAAA).

As a member of the Independent Financial Advisers Association of Australia we satisfy these three criteria:

  1. No ownership links or affiliations with product manufacturers.
  2. No commissions or incentive payments from product manufacturers. .
  3. No asset-based fees.

More information on the IFAAA can be found here.

An article outlining the requirements to being an independent adviser and a list of those who meet the criteria can be found here.

We focus on what is important to you and align these values with your personal and financial goals. 

Simon Duigan

Director And Financial Planner

 

Simon is a financial planner who moved into the financial services industry after running a successful software development business.

Simon has a Bachelor of Science degree from the University of Tasmania majoring in computer science and mathematics. He has completed the Graduate Diploma in Financial Planning through Kaplan as well as the Certified Financial Planning Program through Deakin University (FPA). Simon has also completed the Self Managed Superannuation Fund course through Kaplan.

Simon is a member of the Financial Planning Association of Australia (FPA), the Independent Financial Advisers of Australia (IFAAA) and has worked in financial services for a number of years. He enjoys building long term, meaningful relationships with clients, understanding what is important to them and aligning these values to assist them reach their financial and personal goals.

Simon won the Association of Financial Advisers (AFA) Excellence in Education Tasmanian state award in 2016 and was a national finalist.

Simon is married with 3 children and his interests include reading, exercise and watching his children in their various sporting endeavours.

Education

UNIVERSITY OF TASMANIA
Bachelor of Science

FPA
Certified Financial Planner

KAPLAN
Graduate Diploma of Financial Planning
Self Managed Superannuation Funds
Tax for Financial Advising
Commercial Law

Simon Duigan is an authorised representative of Independent Financial Advisers Australia, AFSL 464629

What Our Clients Are Saying About Us

  • I’m not one to write a testimonial… this is my first one! But Simon deserves it, we were very happy with his services and have already recommended him to family & friends. His honesty, clarity and transparency were greatly appreciated. His broad view of life & how money fits into it was holistic. We weren’t forced or pressured into any ongoing arrangements. Simon comes highly recommended.

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

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Recent Diary Notes