Simon Podesta

Wealthwise

Platinum
15 Yrs Experience
Osborne Park, WA 6017

Simon has been part of the financial planning industry since 2005 and founded Infinity Wealth Solutions to provide quality advice directly to the people who deserve it.

He's particularly passionate about helping people build their wealth, craft their ideal retirement, and protect their loved ones.

Alongside his formal qualifications in accounting and financial planning, Simon is a Certified Financial Planner (CFP) and a Superannuation Specialist Adviser – accredited by the SMSF Association, the leading organisation in Superannuation and Self Managed Super Fund education.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

We charge an initial consultation fee of $440 for all types of advice. More complex advice needs are quoted and agreed upon before proceeding.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 24
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Wealthwise

Building C, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 3:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306