Simon is Managing Director of Orbis Wealth Pty Ltd. Simon made the transition to the financial planning industry in 2010 after a career in corporate risk management and compliance. Simon thrives on building long term relationships and loves being able to help his clients achieve great things. When Simon is not working, you'll find him spending time with his family or out in the cold Victorian waters searching for the perfect wave.
Guy has been working in the financial services industry for over 10 years holding a number of positions in financial advice, compliance, and customer service across both boutique and corporate businesses. He is a Certified Financial Planner® professional, and holds a Masters in Applied Finance (Financial Planning).
When Guy is not at work helping our clients achieve their goals, he loves spending time with his family and going to the gym.
Client Services Officer
After graduating from University with a Batchelor of Commerce, majoring in Finance, and a Law Degree with Honours Jol worked as an Investment Advisor for a leading Stockbroking and Wealth Management firm before making the move to Orbis Wealth in 2019. Jol enjoys working in a dynamic environment providing support to the team and engaging with clients to facilitate exceptional client outcomes. In his spare time Jol loves watching films, playing tennis and catching up with friends and family.