P: 02 9997 6787

Our Team

Grant Simpson

Experience

Grant is a Superannuation, Retirement Planning and Investment specialist who has been providing advice on these matters for over 35 years.

Qualifications

Grant attained the Master of Financial Planning (with Excellence) qualification from Griffith University, achieved in 2018. It was another highlight in a career of continual education that includes having passed the FASEA Adviser Exam in 2020 and having already met all the FASEA Education requirements. Grant has completed additional SMSF, Listed Securities and Estate Planning training to complement his existing qualifications and uses those qualifications and many years of practical experience to help meet the needs of his clients.

Additional Information

After establishing his advice business in Perth over 35 years ago, Grant relocated to Sydney on the Northern Beaches to marry and start a family in 1994. He has helped clients right across the country ever since with a particular focus on the pre and post retirement needs of clients. Grant has continuously been a member of the Financial Planning Association (FPA) and a CFP (Certified Financial Planner) since 2002 and his roles have included being the elected Chairman of the Financial Wisdom Adviser Forum, representing over 400 advisers. In 2011 he helped establish the Australian Financial Services Licence (AFSL) of Advice Evolution Pty Ltd and Grant remains the Chairman of that licensee and a Responsible Manager of the group.

Financial Services Guide (FSG)

It is a requirement that anyone who provides personal financial advice to you must have an Australian Financial Services Licence or be authorised by an AFS Licensee. You can confirm Grant’s licensing details at the ASIC Financial Advisers Register. And this link provides details of Grant’s Financial Services Guide (FSG). This guide will help you decide whether our services are right for you.

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Amanda Simpson

Amanda has been working with Future Funds since January 1997. Amanda manages a number of areas including human resources, accounts department, payroll and marketing as well as being the events co-ordinator for Future Funds. Grant and Amanda have been married since 1994 and Amanda enjoys working 3 days a week.


Sharon Taggart

Sharon has been part of the Future Funds team since April 2008. Sharon's primary role is client liaison. From the initial contact with clients through to maintaining ongoing adviser client relationships, Sharon looks after the scheduling of appointments, preparation of application forms, Fund Managers contact and general day to day office duties.