About Me

Hi, I’m Simon Pederson, a financial adviser and retirement specialist based on Queensland’s Sunshine Coast.

For over 15 years, I’ve had the privilege of helping people achieve the retirement they’ve always dreamed of.

I love my job.

It’s the best feeling telling my clients they’ve made the finish line. And I can’t get enough of hearing about the lifestyle that unlocks for them – the snapper they landed off the coast of Mooloolaba, the incredible pilgrimage they just completed in Spain, their new favourite place to sip a coffee and people watch.

It’s the sparkle in their eyes and the lightness in their step. You just can’t beat it.

With a Master of Finance, a Bachelor of Business (Financial Planning) and nearly two decades of experience under my belt, your hard-earned nest egg is in safe hands.

I haven’t just studied finance; I’ve lived it alongside my clients through booms, busts and everything in between.

I go beyond financial advice for the masses to provide proven expertise in the retirement space.

I’m also a proud member of the Financial Advice Association Australia (FAAA) and meet all Financial Adviser Standards and Ethics Authority (FASEA) professional standards, ensuring the advice you receive is high‑quality, ethical and up-to-date.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Tax strategies
  • Wealth management
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 15 Years
  • Advice fees
    Advice Fees From $3,300