About Me

Starting in the financial services industry in 1997, and becoming an Adviser in 1999, Simone is passionate about empowering people to make informed financial choices. Having strong financial partnerships with clients, she is committed to providing a solid foundation that gives her clients the confidence and peace of mind to embrace life's challenges, incorporate change, seize opportunities, live a world of possibility, and achieve their personal and financial goals.Joining Nestworth in April 2004, Simone is a Senior Financial Adviser based in Robina, however with modern technology, location is merely an address and Simone works with clients nationally via video conference. Simone's qualifications, skills and experience, coupled with her ability to coach, mentor and advise, see her well equipped to deliver a personalised tailored partnership, where clients feel understood, valued, and secure about their financial position.

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
CERTIFIED FINANCIAL PLANNER®