• Email
  • Facebook
Insure Invest Financial
02 6332 4444 Get in touch
  • Home
  • About
  • Services
    • Personal Insurance & Risk Management
    • Business Insurance & Risk Management
    • Superannuation & Retirement Planning
    • Centrelink Advice & Assistance
    • Dedicated Claims Service
    • Why seek advice?
  • People
  • FAQs
  • Contact

Simon Little

Principal & Financial Adviser

Authorised Representative No. 290705 63324444 simon@insureinvestfinancial.com.au
Download Simon Little's adviser profile

Simon Little commenced employment in the Financial Services Industry in 2004 and is the founding principal and owner of Insure Invest Financial Services.

Simon is responsible for direct advice to clients and implementation of Financial and Risk Protection strategies. Simon specialises in Insurances strategies to individuals and business owners, Superannuation and Retirement Planning.

Simon holds the Diploma of Financial Services and is currently studying the Advanced Diploma of Financial Services. He is a Justice of the Peace and a member of the Association of Financial Advisers (AFA) and was a finalist in the AFA Rising Star award in 2009. Simon won the Young Adviser of the year award in 2009 for Aon Hewitt Financial Advice Limited.  Simon has also recently completed The Aon Hewitt Professional Service Firm Leader Program at Cambridge Judge Business School in the UK.

Simon is passionate about educating his clients to help understand the complexities of investment and insurance through all stages of life.  His exceptional ability to streamline and demystify the process is why our clients refer their family and friends – they know he will always work in their best interests.

Our People

  • Simon Little
  • Elizabeth Little
  • Samantha Stephens

Hear from our clients

“Absolutely amazing.  We received the best and most friendly service and assistance we could have asked for.  Our future now looks amazing thanks to Simon Little and his team” and “The ease of mind that we can can our bills paid and enjoy retirement when it comes.  And knowing my family is ok if something […]

About Us

Welcome to Insure Invest Financial Services, a locally owned financial services firm providing insurance, superannuation and retirement advice for individuals, families and ... Read more

Our Services

At Insure Invest Financial Services, we are ultimately here to help you to achieve your goals. Our professional service provides tailored financial advice across ... Read more

Our People

Our aim at Insure Invest Financial Services is to help you achieve your lifestyle objectives by preparing and implementing a financial plan tailored to your specific needs. ... Read more

Our Location

36 George Street
Bathurst, NSW 2795
Australia

PO Box 2089
Bathurst, NSW 2795

02 6332 4444Email us

Copyright 2019 Insure Invest Financial Website By The DMA

  • About Aon
  • Important information
  • Sitemap

Zilnmis Pty Ltd, trading as Insure Invest Financial Services
ABN 54 134 019 346
Corporate Authorised Representative No. 333359
36 George Street
Bathurst, NSW, 2795

Aon Hewitt Financial Advice Limited
ABN 13 091 225 642
AFSL No. 239183
Level 33, 201 Kent Street
Sydney, NSW, 2000