fbpx Skip to main content

Simon Ward - Accountant & Tax Adviser

Simon Ward - Senior Accountant & Business Adviser

Simon Ward

Senior Accountant / Business Adviser / Director

What I do
I’m here to help clients achieve their business goals, starting with ensuring all their tax compliance needs—including income tax, GST, or capital gains tax—are handled smoothly and efficiently. Beyond that, I leverage business data to provide tailored advice and help fill the role of CFO that small businesses typically don’t have.

Other services include tax planning, structural guidance, and business management strategies, all designed to help clients reach their full potential. I primarily work with small business owners across various industries, including building and construction, professional services, hospitality, and manufacturing.

What I enjoy most is building long-term, personal relationships with my clients and seeing them reach their goals, whether those are financial milestones or lifestyle aspirations.

Why I do this
I once dreamed of a career in sports, but quickly realised the talent may have been a little bit lacking! My interest in business, finance, and working with people led me to a career in accounting.

Throughout my journey in different accounting firms, I developed a clear vision of what makes a great practice. I’ve brought these ideas to life at Finspective, where I offer a holistic accounting experience that truly adds value to my clients’ lives—and I love every minute of it.

Who I am
I’m a family man and sports enthusiast, blessed with four wonderful kids—twins Harry and Margo, and our youngest, Nina and Louie. I’m incredibly grateful for the time I get to spend with them and my wife, Sam, every day.

When I’m not with family, you’ll find me enjoying sports, particularly AFL (Go Geelong!) and running.

Education, Memberships & Associations
Chartered Accountant (CA)
Bachelor of Commerce (Accounting)
Graduate Diploma in Chartered Accounting
Registered Tax Agent
Young CA Panellist (CAANZ)