Simon Pederson

Bridges Financial Services Pty Ltd

Platinum

12 Yrs Experience

Maroochydore, QLD 4558

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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.

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 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.

4.75 October 2020

Simon has given me advice regarding investments managing debt and even though a young guy I am very confident that the advise and investments he has put in place for me will be right for my long term needs.

5.00 September 2020

Since Simon has commenced as our Financial Adviser twelve months ago, we have been impressed by his knowledge regarding financial matters. Also his maturity for his age, his way of conducting himself whether in person via email or phone is exemplary. His support to us has been outstanding regarding our reliance on him to manage our portfolio and we have complete faith and trust in his ability to ensure our financial future. Simon always makes himself available and any of our concerns are dealt with immediately. Thank You Simon Cheers, Louise and Alex Orth

4.75 August 2020

I have always found Simon easy to talk to and a very knowledgable advisor. I have absolute faith in him and his ability. Long may our business relationship last.

4.75 May 2019

Simon has given myself and my husband advice on redundancy, superannuation and personal insurances. Simon always explained things to us both, clear and made sure we had a full understanding of everything. Simon guided us in the right direction and made a difficult time for us, easier. Simon would always answer any of my questions and concerns in a timely manner. I would highly recommend Simon to any of my family and friends.

5.00 April 2019

Simon has helped me understand my financial situation better which has removed the pressure and worry about money. I now feel much more confident about my options and my future plans. I highly recommend Simon and have referred him to my family and friends.

Adviser status Platinum
Rating 4.86
Number of reviews 33
First year providing advice 2011
Years of experience 12
Highest qualification
- Master of Finance
Language spoken
- English

Bridges Financial Services Pty Ltd

Suite 409, 55 Plaza Parade
Maroochydore, QLD 4558

9:00am – 5:00pm Monday – Friday

Bridges Financial Services Pty Ltd

AFSL 240837

Simon Pederson

Bridges Financial Services Pty Ltd

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Bridges Financial Services Pty Ltd

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