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

4.95
12 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simone understands her clients needs and acts with integrity. I consider her trustworthy and reliable. She acts in the best interest of her client."

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simone & Steph has given us great advice for managing our day to day lifestyle needs and putting us on the right track to an early retirement. As usual we also receive full care and attention knowing that Simone's and Steph's knowledge and experience is right for our needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Simone to be very approachable. Simone made me feel that I was an important individual and was looking out for my future investments and lifestyle. I feel that Simone has my best interest at heart and feel so much more comfortable with my financial future after being with Simone for the last 2 years. I would highly recommend Simone."

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simone and the Henderson Matusch team have given us options we didn't know we had."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Without Simone and her advice I would not be in the financial position that I am. I would recommend her services to anyone who is serious about their financial future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Henderson Mateusch for 10 years and are very happy with all the assistance and advice we have received from Simone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Independent Centre of Financial Training
Completed
1999

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2011

Bachelor of Arts (Humanities)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1994

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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