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 Advice Association Australia (FAAA) 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.
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
Experience
Sharon is an adviser specialising in Superannuation, Retirement Planning and Investment advice since 2018.
Qualifications
Sharon completed her Diploma of Financial Planning in 2018.Sharon passed her FASEA exam in 2021 and then in 2023 went on to complete her Graduate Diploma of Financial Planning.
Additional Information
Sharon started working for Future Funds in April 2008. Sharon has worked in all facets of the business moving through roles internally to seeing her become a licensed Financial Planner in 2018.Sharon enjoys working closely with her, and the businesses clients, providing advise and support that help the clients meet their needs and financial goals.
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 Sharon’s licensing details at the ASIC Financial Advisers Register. And this link provides details of Sharon’s Financial Services Guide (FSG). This guide will help you decide whether our services are right for you.
Charmaine Occo
Charmaine has been a member of the Future Funds team as an Admin Officer since September 2023. She is working closely with Grant and Sharon by assisting them with any administrative tasks such as setting client appointments, appointment pack preparation, Implementation, lodgment, and any ad-hoc tasks such as withdrawals, rebalance of investment funds, research, and inquiries to different fund providers.
As the admin staff, she strives to fulfill her position as proactively as possible to meet all clients' needs.