Your team of expert financial advisers providing practical financial advice tailored to you.
At Abacus Wealth Management, our aim is simple: to help you achieve a secure financial future by empowering you to make smart financial decisions. We provide a hands-on service where we help clients to navigate a clear way forward through the complex world of financial planning.
Regardless of where you are along life’s journey, our Principal Advisers Stephen Simioni and Simon Rohead can provide valuable guidance and work with you to identify an effective way forward.
We value long term relationships, which is why many of our clients have been with us for many years. Our clients come from all walks of life, yet they all share one thing in common; a desire to enjoy a secure financial future.
We aim to simplify complexity and empower our clients to make informed decisions about their money and investments.
“Family is important to you, so they are important to us. We provide collaborative advice that puts you in control, so you can enjoy life now with a plan for the future”
Abacus Wealth Management Team
To find out how we can help you, please contact us.
Our Team
Simon Rohead, Principal Adviser
Over my 20+ years working within financial advice I have enjoyed building trusted and enduring relationships with my clients.
After working for a large financial advice firm for most of my career, we were inspired to build Abacus Wealth Management around the ethos of truly individualised service and advice.
Nothing gives me greater professional satisfaction than seeing my clients enjoy the retirement they dreamed of, free from financial worry.
Personally, my greatest achievements in life (thus far) have been raising my 3 children, travelling the world extensively and contributing positively to the lives of my clients.
When I'm not busy running the kids around to sports and activities I enjoy gardening, listening to a wide variety of music (from death metal to mellow), walking on the beach and spending time with my partner.
To find out more about Simon’s services you can view his Adviser Profile or contact him directly.
Tom Li, Associate Financial Adviser
I have over 7 years of experience in the industry and hold a Masters Degree in Financial Planning degree after starting out in Accounting. I have been involved with Abacus since its establishment, providing advisory and paraplanning support to the team. I look forward to fostering long-term relationships with my clients and putting together plans to help support them achieve financial security through various stages of their life.
Out of the office, my 2 young children and our border collie keep my wife and I on our toes. I enjoy witnessing and supporting my children in exploring new experiences and I am an ardent sports follower.
To find out more about Tom’s services you can view his Adviser Profile or contact him directly.
Cynthia Wallace, Client Services Officer
I have been working in the financial services industry since 1992 and have extensive experience implementing advice, along with office and administration support.
Outside of work I enjoy spending time with my husband and two adult sons, walks with our active kelpie Roxy, along with caravanning and travelling adventures.