Simon Podesta

Infinity Wealth Solutions

Platinum
13 Yrs Experience
Piara Waters, WA 6112

Recent reviews

Infinity Wealth Solutions

Level 5a, 11 Erade Drive
Piara Waters, WA 6112

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 22
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

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

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.85
22 Reviews
5
4
3
2
1
4.75
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 22

Sort by

4.75

"Simon has given us lots of advice on our superannuation, retirement funds and setting up tax relief on my wife’s wages until she retires. He explains every step of any changes so we fully understand the process and the end outcome."

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

"Simon was very helpful with a number a questions about my Superannuation and very happy with the final outcome."

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

"Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation."

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

"Simon has been amazing and helped with all our needs, we would highly recommend him to our family and friends and anyone looking"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have known Simon for many years & transferred my SMSF to him around 4 years ago. He has always been willing to discuss all investment aspects & is available to assist in all matters. I would have no hesitation in recommending Simon to other friends & colleagues."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been a widow for six and a half years and needed professional assistance in securing my financial situation for the future. Simon was able to give me valuable advice and direction in how to manage my assets, setting up a lifetime annuity and establishing a prepaid funeral plan that enabled me to receive a part pension through CentreLink. He also acted on my behalf and submitted all the necessary applications to the various agencies resulting in a very successful conclusion. At all times Simon was professional, very patient and made every endeavour to ensure that I understood the plan which, in turn, made me feel very confident that the advice he gave was right for my needs."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given us great advice and been very easy to communicate with. His explanations always make perfect sense and he makes you comfortable enough to ask as many questions as you need to. He is also very prompt with his replies and and touches base as necessary which is greatly appreciated. Thank you to Simon and Joanna for making the insurance process a vast improvement on our past experiences with other brokers."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been really happy with Simon's assistance and advice."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Simon took the time to explain the options and best course of action with regard to our superannuation and insurances. His expertise and advice was very much appreciated, educational and extremely valuable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon provided advice for My Superannuation funds and insurance. As a person who does not fully understand the finance world. Simon explisinec everything fully and in a way I could understand. I feel fully confident in Simons ability to provide the information, advice and services I need. I am fortunate to have simon assisting with my ongoing financial needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

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

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Essential Steps for Aged Care

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2019

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
SMSF Specialist Advisor

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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