SIMON DE CARRO – Bbus, Dip FS, Adv Dip (FS)
Role at IWS: Founding Director and Senior Financial Advisor
Daily Tasks: Empowering clients with financial knowledge, literacy and competency to achieve their specific objectives
What you enjoy: Experiencing first-hand our members attaining their lifestyle objectives. Watching our members grow and evolve as we navigate with them though financial strategies tailored specifically to their needs.
Interests outside of work: Raising a family of girls and guiding their development. Spending quality time with family and friends. Being very competitive enjoyment is found in many sporting pursuits both actively and passively from golf, soccer, tennis, and motorsport.
Quote that resonates strongly with you: “Continuous effort, not strength or intelligence, is the key to unlocking our potential” – Winston Churchill
MARK PEARSON
Role at IWS: Senior Financial Advisor
Daily Tasks: Helping clients achieve control over their financial future and creating detailed financial plans that achieve that goal.
What you enjoy: Helping my clients understand how to be in control of their future and become happier healthier people. I enjoy being able to be part of my client’s financial success.
Interests outside of work: The connection with my family and friends are what matters to me the most. I spend as much time as possible with them as I can. I am a strong advocate for fitness of both mind and body and enjoy pursuing both. Watching live sport is a joy, there is something about the roar of a crowd that gets the blood running!
Quote that resonates strongly with you: “All the benefits in life come from compound interest — money, relationships, habits — anything of importance.” Naval Ravikant
