Simone Richardson

Henderson Matusch

Gold
19 Yrs Experience
Robina, QLD 4226

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Arts (Humanities)
  • Language spoken
    • English

Henderson Matusch

Acuity Business Park Building 1, Level 3, 209 Robina Town Centre Dr
Robina, QLD 4226

Opening hours

  • 9:00am – 5:00pm Monday, Friday
  • 9:00am – 6:00pm Tuesday – Thursday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306