Simon Croxton

Director, Insurance

Simon Croxton

Simon is the newest member of Perks’ Life Risk Management team and Director Group. Joining Perks in late 2018, he brings with him over three decades of experience.

Simon Croxton

About Simon.

Simon is the newest member of Perks’ Life Risk Management team and Director Group. Joining Perks in late 2018, he brings with him over three decades of experience.

He made the decision in 1986 to change career paths when he joined Colonial Mutual as a personal insurance adviser. Since then he has built a significant network of contacts and clients.

In 1996 Simon transitioned his business to a larger financial services organisation, Ord Minnett, and worked in conjunction with their national financial planning advisers to provide insurance-based advice. During this time Simon studied to become a Certified Financial Planner and his business continued to grow at a rapid rate as he expertly advised a significant client base.

Off the back of his business’s growth he set up Simmons Moore in 2015 and continued to provide tailored personal insurance advice. In 2018 Simmons Moore was acquired by Perks, a partnership forged through a strong alignment of values and level of advice provided to clients. Simon’s prowess in claims management and delivering sophisticated solutions ensures an ongoing client focus.

Over his 30-year career, Simon has personally implemented thousands of insurance policies, but most importantly has handled in excess of 500 insurance claims. In the last five years he has overseen more than $13 million in claim payments to clients and strives to continue to provide high levels of service, ensuring his clients are well protected at every stage of their lives.

As an insurance author for CCH Australia’s Master Financial Planning Guide, Simon is well placed to attend to all matters pertaining to personal insurance advice.

Qualifications & Associations:

  • Certified Financial Planner
  • Diploma in Financial Planning
  • Graduate Diploma in Business Administration (University of Adelaide)

Specialisations:

  • Insurance
  • Medical
  • Family Business

Get in touch with Simon.

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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global