Simon Pederson

Sunlit Path

Platinum

15 Yrs Experience

Mooloolaba, QLD 4557

About Simon
Reviews
Work history & education
Leave a review
Back to search results

At Sunlit Path, we’re passionate about partnering with ‘Everyday Achievers’ to create the carefree retirement they deserve. These are everyday people who, through decades of hard work, are successful, humble and authentic.

We help those who want a genuine 20-year partnership, not a 20-minute transaction. And like any solid partnership, our relationship needs to be built on trust, shared goals, and transparent communication. That’s why we offer a free ‘Fit Check’ to ensure we’re a good match and can offer you valuable advice for your next phase of life.

If you’re looking for a boutique advocate who understands that a fulfilling retirement is more than just financials, you are in the right place.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our fees are straightforward and transparent. Advice and Professional Service Fees are fixed fees plus a percentage paid directly by you or your superannuation. We will confirm the cost of our advice before commencing any work.

5.00 January 2026

My wife (Barb) and I have always been appreciative of Simon's; advice, presentation of financial issues and explaining the mysteries of the current economic climate. He is able to present complicated elements of financial planning or their aspects in a clear, succinct manner and in an understandable way.

His demeanor in an office environment is relaxing, engaging and informative. As clients of Bridges/IOOF we prefer to arrange our meetings directly with Simon whether at his office or locally if he is in the area.

We are extremely happy with the manner that Simon manages our retirement/pension portfolio and financial benefits generated each year.

5.00 January 2026

Simon has been a big help to me in my situation. I ask him questions he provides me with advice. A nice bloke, easy to talk to, and I feel comfortable with that. He comes to my home for reviews, and appointments are made in advance. Very pleased with the service provided.

3.75 January 2026

Easy to understand has basics down pat

5.00 January 2026

Since joining Bridges I have had no worries as to having to deal with how our money is managed I would recommend the company. I would not have managed.

5.00 January 2026

I have found Simon willing to advise on all matters financial, social, and at times political that might be worrying us. We have also sought advice or reassurance on behalf of our intellectually disabled daughter for whom we manage her finances and investments.