Simon founded Switch Financial Solutions in 2017 together with founding his own accounting practice known as Venture Private Advisory. With over 20 years’ experience in the industry, he understands business including its many pressures and challenges. With building strong client relationships being a clear focus, Simon’s contribution to some of South Australia’s dynamic emerging businesses is well-recognised.
The ability to service clients from an accounting, taxation, business advisory and corporate accounting services together with offering financial solutions truly provides the ability of the group to provide a bespoke offering to our business partners.
Simon has advised many businesses from start-up through to established operations in a wide range of industries. With strengths in property, manufacturing and the alcoholic beverage industry together with a highly skilled team behind him, the capabilities of the group to provide optimal funding solutions and structural advice is second to none.
Qualifications:
- Bachelor of Commerce, University of Adelaide
- Advanced Diploma in Applied Finance and Investment, FINSIA
- Graduate Diploma Chartered Accountants Australia and New Zealand
- Master of Taxation Law (University of NSW)
Memberships:
- Institute of Chartered Accountants Australia and New Zealand
- The Tax Institute, Australia’s leading professional association and educator in tax
- Financial Services Institute of Australasia (FINSIA)
- Australian Institute of Company Directors
Rob joined Switch Financial Solutions in 2022 following a 23 year career in business and corporate banking with the Commonwealth Bank. As a business and commercial banking professional, Rob has helped hundreds of businesses deliver both their business and personal goals over decades in the industry.
Rob’s proven leadership experience together with his ability to identify better ways of structuring finance and understanding of a diverse range of industries and business enables Rob to provide an extensive personalised approach to debt funding for any purpose.
His expertise and knowledge of how to get things done proves invaluable for individuals and businesses in seeking the most optimal finance structures to assist with their capital needs.
Qualifications:
- Bachelor of Business, Banking & Finance University of South Australia
- Master of Business Administration, University of New England
- Diploma of Finance and Mortgage Broking Management – Kaplan
Memberships:
- Fellow of the Governor’s Leadership Foundation
- Accredited member of the Finance Brokers Association of Australia Limited