Acumen Asset Management is a privately owned, boutique financial advice company offering personalised wealth management advice.

Simon Thompson & Gavin Polmans are Authorised Representatives of Acumen Asset Management Pty Ltd AFSL 241420 ABN 84 099 068 014. They are highly skilled and qualified financial advisors, dedicated to working with each client on an individual basis. This means that the advice you receive is specific to your situation and not just the same advice rolled out to everyone else.

The team at Acumen will do everything possible to make it easy for you to get advice, beginning with an initial discussion at no cost to you and absolutely no obligation.

Simon specialises in portfolio management and providing strategic advice for clients in Australian and international equities, cash, fixed interest and property. This is predominately for Acumen’s Private and High Net Worth clients.  He also assists clients with their overall financial needs including investment and superannuation planning, debt and gearing management, wealth protection and insurance planning.

Simon helps clients build long term strategies to ensure that goals can be met such as extinguishing debt, building wealth and retiring comfortably.

Simon is the Managing Director of Acumen Asset Management. And has the following qualifications and designations:

• Fellow of the Financial Services Institute of Australasia (FINSIA) – having over 15 years’ experience in, and made significant contribution to the finance industry
• FASEA Qualified 
• SMSF Specialist with the SMSF Association of Australia
• Tax Financial Adviser the Tax Practitioners Board – Adviser Number 25202576
• Authorised Representative with ASIC since 2005  - Number 290160
• Graduate Diploma in Applied Finance and Investment - Investment Management Stream at FINSA
• Bachelors in Commerce – Finance and Financial Planning at Deakin University

Gavin specialises in providing holistic advice for a wide range of clients with the primary purpose being the creation and protection of their wealth.

The portfolio management and strategic advice on offer can be applied on a smaller scale to the younger clients as they transition to retirement and beyond. During this phase, income and estate planning plays an important role in providing the foundation of the financial plan going forward.

Clients can select which services they require from Acumen Asset Management based on their circumstances. Other services may include insurance advice, retirement forecasting and savings strategies across different entity types such as superannuation, companies, family trusts and personally owned investments.

Gavin is a director of Acumen Asset Management with over 26 years experience in financial services and he has the following designations:

• Passed the FASEA exam in 2019 
• SMSF Specialist with the SMSF Association of Australia
• Tax Financial Adviser the Tax Practitioners Board – Adviser Number 24943300
• Authorised Representative with ASIC  - Number 322134
• Advanced Diploma of Financial Services – Financial Planning Specialisation
• Bachelor of Social Science degree – majoring in Marketing and Business Administration