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Simon Hassan, CFP

New Zealand

A financial adviser since 1990, Simon is a leader in his profession, combining a depth of knowledge, practical experience and skills with developed strategic planning and communication skills. Before Simon and his wife Rosemary (also a CFPCM professional) set up Hassan & Associates in 1995, Simon held advisory and management roles with a multinational financial institution. Before that he was a secondary teacher and assistant principal.

Over the years, Simon has been part of and led numerous committees and task forces, working closely with politicians, government officials and others on professional standards and emerging adviser regulation. A media commentator, popular speaker and writer, Simon also presents seminars for accountants and solicitors. Through Hassan Consulting he also teaches financial planning at Massey University, mentors new advisers, and consults to financial advisers and adviser firms on the financial advice process and other professional matters.

Simon’s latest project is finPRO™, a company that provides tools and templates to help New Zealand financial advisers create compliant and professional statements of financial advice.


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