Simon Pederson
About Me
Helping you, my client, achieve your financial goals and aspirations is why I chose to become an adviser. I am an empathetic person at heart, but my clients continually appreciate my “straight down the line” personality and honesty.As a professional client adviser completing a Master of Finance at Griffith University, I have always believed that education standards are an extremely important consideration when choosing an adviser. The good news is the Government agrees and have now mandated minimum requirements for all financial advisers. It is my hope that our industry finally becomes a respected profession.Bridges Sunshine Coast is a self-employed office that provides holistic Fee for Service advice. Our mission is to help families achieve their goals by providing peace of mind knowing they have a trusted team supporting them along life’s journey. Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs. Our strengths are providing exceptional service and quality advice that is truly holistic across all stages of our client’s lives. Our promise is to put you, our client first.To take control of your finances it is critical to start early and to engage with an adviser that you can trust. The team at Bridges Sunshine Coast are here to build long term relationships with our clients and provide exceptional service, quality advice and ultimately have a meaningful positive impact on the lives of our clients. We truly put our clients first and pride ourselves on our ongoing customer service.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Bridges Financial Services Pty Limited