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 Henderson Matusch in April 2004, Simone is the Senior Financial Adviser for the Southport branch and heads up a team of 7 in this location. With modern technology, however, location is merely an address and Simone works with clients nationally.
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. Seeking to have a positive impact on people's lives is at the heart of Henderson Matusch and Simone, leaving client's with peace of mind and confidence.
A strong advocate for financial education and people's ability to make informed financial choices, Simone is also actively involved with clients, individuals, families, Accounting and Legal Professionals, Community Groups and Government/Private organisations in the provision of financial literacy and education sessions.
Simone is one of the true professionals in her field. She is smart, competent and well qualified as far as financial planning is concerned & is the person I want to look after me. She made me feel relaxed and explained everything thoroughly to me in plain English. I went to see her not knowing what to expect & was pleasantly surprised with the financial strategies she came up with for my future. Needless to say, I am feeling very confident and relaxed going into my “golden years” than when I first walked into her office that day.
I am so glad that I was referred to Simone to get help with my retirement planning. I feel totally confident and at ease with all aspects of my retirement having met with Simone. She was able to give me a very clear understanding of all areas of my retirement plan and with her knowledge and experience was able to answer all of my questions with clarity and precision .Simone has truly been a godsend to me
Simone understands her clients needs and acts with integrity. I consider her trustworthy and reliable. She acts in the best interest of her client.
Simone has given me advice in areas including loan products, self managed super funds and managing debt. Simone was usually able to explain things to me in a clear way. Through Simone's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Simone's full care and attention when I needed it.
We have found Simone to be professional and her services have really put us on a good path to financial freedom. She is always there to assist us and our day to day money management has improved 110%. I would encourage anyone to take the first step to see how HM can assist them.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2003
- Years of experience 20
- Bachelor of Arts (Humanities)
NestworthAcuity Business Park Building 1, Level 3, 209 Robina Town Centre Dr
Robina, QLD 4226
- 9:00am – 5:00pm Monday, Friday
- 9:00am – 6:00pm Tuesday – Thursday
Fortnum Private Wealth Ltd