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

Information provided on this website is general in nature and does not constitute financial advice. Acumen Asset Management will endeavour to update the website as needed. However, information can change without notice and Acumen does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.

Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial adviser to take into your particular objectives, financial situation and needs.

Acumen does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Acumen, its employees and authorised representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Unless otherwise specified, copyright or information provided on this website is owned by Acumen Asset Management Pty Ltd. You may not alter or modify this information in any way, including the removal of this copyright notice.

© 2021 - Acumen Asset Management
Acumen Asset Management Pty Ltd ABN: 84 099 068 014
Australian Financial Services Licensee 241420
Registered Office at: 2.04 / 1 Crescent Road GLEN IRIS VIC 3146