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

4.85
33 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 33

Sort by

4.75

"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."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Pederson profile photo

Simon Pederson responded on May 2019

"Hi Robyn, thank you for the review. It has been our pleasure to be able to assist you through this challenging time. We look forward working with you both to secure a great retirement."

5.00

"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."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Pederson profile photo

Simon Pederson responded on April 2019

"Thank you for your kind words Anne and happy to hear that you now have much more confidence in your financial affairs. We are grateful to have you as a client and look forward to helping you achieve your retirement dreams."

5.00

"Simon has given me advice around life cover, trauma cover and TPD cover. He also discussed ways he might be able to assist me in the future. Simon was extremely helpful and explained things very clear and in a way I could understand. Simon is very knowledgeable and I will definitely recommend him to my friends and family."

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

"I’m very happy with Simon’s service and advice. I have no hesitation in recommending him as a financial advisor."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Pederson profile photo

Simon Pederson responded on November 2018

"Thank you Steve, it has been our pleasure. We thoroughly enjoy working with expatriates like yourself to ensure your retirement plans are on track to deliver the lifestyle you have always dreamt of."

5.00

"We found Simon very friendly. He explained everything clearly and we have every confidence in him. Thank you Simon"

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

"We are very comfortable with Simon as our advisor. He is always a well presented, courteous and professional young man. He shows great knowledge in his field and the thing we truly appreciate is that if he doesn't exactly know the full answer to any of our questions, he will always endeavour to seek those answers fully and then promptly inform us. We have no hesitation in recommending Simon to family and friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Pederson profile photo

Simon Pederson responded on August 2018

"Thank you Tiz and Kim for your kind words! they are much appreciated. The team at Bridges Sunshine Coast always strive for quality advice and excellent customer service."

5.00

"I feel confident and secure with discussing my needs and finances with Simon. I would recommend Simon to family and Friends as the confidence I have in him I know they will also."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Simon Pederson profile photo

Simon Pederson responded on August 2018

"Hi Bree, thank you for your review and the confidence you have shown in our team. We truly value you as an advocate of our business."

Showing reviews 1—10 of 33

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

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

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2009

Master of Finance

Level
9 - Masters Degree
Institution
Griffith University
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Responsible Investment Association Australasia (RIAA)

Membership type
Member
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