Who Are We

Who Are We 2017-10-19T03:50:16+11:00

Principal Profiles

Simon Boxshall


Simon is dedicated to providing his clients with financial certainty and thoroughly researched advice created specifically around each client’s personal circumstances.

Background and Expertise

Simon entered the Financial Services Industry with strong analytical skills gained from a decade long career as a scientist.  Simon spent over 10 years working with clients at boutique Financial Advisory firms before founding Resolute Financial Advisory in early 2012.

Simon has completed a Bachelor of Science, Graduate Diploma in Applied Finance & Investment, Certificate IV in Financial Services (Finance/Mortgage Broking), a Diploma in Technical Analysis and is a member of the Association of Financial Advisors Ltd (AFA).

Approach

Simon prides himself on building long and successful relationships with his clients.  Simon focuses on helping clients achieve their goals, whether that might be future proofing your assets and income, minimising debt, transitioning wealth to your children or managing your superannuation.

His ability to translate compelling research into practical investment solutions for his clients means they can plan their future with certainty and confidence.

Jane Cooper


Jane is dedicated to providing clients with the right strategic advice and guidance when it comes to transferring your UK & Overseas Pensions.

Background and Expertise

Jane has been working with migrants since 2005 providing strategic advice around UK and International Pensions.  With a decade long career as a Tax Accountant Jane has a strong background and understanding of UK and Australian Tax legislation.

Jane has completed a Diploma of Financial Planning and is a qualified UK and Australian Chartered Tax Adviser and a member of the Institute of Financial Accountants.

Approach

Jane’s extensive knowledge across both the Australian and UK Taxation environments as well as Financial Planning skills enables Jane to give her clients certainty and peace of mind through the complex process of transferring their UK and Overseas Pensions.

Financial Planning

Financial Planning entails organising all aspects of your finances to ensure security for your financial future and to create to wealth in retirement.  Speak to TW Advisory to see how we can start planning for the future.

UK Pension Transfer

Do you have a pension in the UK and would like to consider your pension transfer options that is right for you.  We at TW Advisory can assist you make the right choice for you so you can start to take control of your retirement.

International Planning

Have you transferred your UK Pension to an offshore QROPS or are you interesting in offshore investing and would like to start planning for the future.  There are limited circumstances that you can transfer your UK Pension to an offshore QROPS without incurring a tax charge, don’t get caught out and speak to TW Advisory.

Got an Enquiry

Please complete your details and send an enquiry to us. One of our representatives shall be in touch with you within 48 hrs.