Simon Pederson

Bridges Financial Services Pty Ltd

Platinum
11 Yrs Experience
Maroochydore, QLD 4558

Helping clients achieve their financial goals and aspirations is why I choose to be a financial planner. I am an empathetic person at heart and my clients appreciate my direct approach when it comes to their personal circumstances.

I am a professional financial planner that currently holds a Master of Finance from Griffith University. I believe that education standards are extremely important when considering a trusted financial adviser and I am supportive of the changes currently taking place in the financial planning industry to increase the minimum education levels.

We provide holistic ‘Fee for Service’ advice and specialise in retirement planning and investments. Our mission is to help families achieve their goals by providing peace of mind knowing they have a trusted team supporting them along life’s journey. Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs. Our strengths are providing exceptional service and quality advice that is truly holistic across all stages of our client’s lives. Our promise is to put you, our client first.

Expertise

  • 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

My fees

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

Our advice covers a broad spectrum of financial planning and investment services to help our clients achieve their financial goals and aspirations, whatever they may be. We are committed to providing our clients with professional, ongoing advice with genuine personal service. As an ASX Market Participant, we have been providing stockbroking services to Australians since 1985. We are one of the few local financial planning companies who also offer full-service stockbroking to our clients. Bridges Financial Services is also one of Australia's largest national, financial planning and stockbroking organisations assisting over 50,000 clients with their financial planning needs. The Bridges Sunshine Coast office is locally owned and we are proud to be a part of the community, participating in local events and charity on a regular basis. Simon Pederson and the team at Bridges Sunshine Coast are there to assist families achieve greater financial potential NOW and into retirement.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 33
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Finance
  • Language spoken
    • English

Bridges Financial Services Pty Ltd

Suite 7, Level 6, 57 The Esplanade
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bridges Financial Services Pty Ltd

AFSL 240837