Providing clear, ethical financial advice built on experience, professionalism, and long-term client relationships.
Ascentis Financial Services is a locally owned and operated financial planning business based on the Gold Coast, Queensland. We provide a holistic approach to financial planning, supporting individuals, business owners, and retirees with clear, structured advice tailored to their circumstances.
Our focus is on understanding each client’s position and delivering advice that supports informed decision-making, long-term stability, and confidence in the future.
Ascentis Financial Services is led by Simon Green, Senior Financial Planner. Simon began his career as an accountant with Kevin Rodgers & Co (now RWG Accountants & Advisors) in 1997 before moving into financial planning in 2003. He is a Certified Financial Planner and a Certified Practising Accountant, bringing a strong technical foundation to every client relationship.
Supported by experienced paraplanners, the team is committed to providing professional, considered advice and ongoing support.
Our team brings decades of combined experience in financial planning and accounting. We hold recognised industry qualifications, including Certified Financial Planner (CFP), Certified Practising Accountant (CPA), and Advanced Diploma in Financial Planning.
This depth of experience allows us to provide advice that is technically sound, compliant, and relevant to real-world financial decisions.
We take the time to understand your financial position, goals, and priorities before providing any advice.
Advice is delivered with clarity and integrity, ensuring recommendations are practical, transparent, and in your best interests.
We provide ongoing guidance and reviews to ensure your strategy remains appropriate as your circumstances change.
Ascentis Financial Services works in partnership with RWG Accountants & Advisors, allowing financial planning and accounting considerations to be addressed together where appropriate. This collaborative approach provides clients with a more complete understanding of their financial position, particularly where tax structures and business matters are involved.
By working closely together, both advisers can communicate clearly, coordinate effectively, and support more efficient outcomes for clients.
"Simon is fantastic! I would without hesitation recommend him (which I have already) to everyone. He made my wife and I comfortable talking about insurances you hope to don’t have to use, and he was courteous and supportive of what we hoped to achieve. His communication has remained excellent over the years.
Simon and his entire team have been wonderful to deal with."
"We have been using Ascentis Financial Services & in particular Sion Green for a number of years. From the very beginning, Simon's expertise and professionalism were evident.
Simon always takes the time to explain complex concepts in a clear and accessible way, ensuring I always understood his directives.
If you're looking for a financial advisor who truly cares about your financial success, I wholeheartedly recommend Simon."
"I have know this company for over 13 years now. They have been there for me throughout the years and I have always followed their advice. To, the best of my ability. They are trustworthy and have a lot of experience in their field and they have the ability to make things happen for us all."
Contact us to discuss your financial planning needs in a relaxed, no-obligation conversation.
Ascentis Financial Services provides clear, structured financial planning to help Australians make informed decisions and achieve their financial goals.
© Copyright 2015. All rights reserved. | ABN 11074608558
Authorised Representative Number 244871 | Professional Investment Services AFSL 234951
