Jenny Simmonds

Retire By Design Pty Ltd

19 Yrs Experience
Mona Vale, NSW 2103

As an experienced Certified Financial Planner, I am committed to providing my clients with quality straightforward advice and the highest levels of customer service.

I am passionate about helping clients set and achieve their unique retirement lifestyle and financial goals, and partnering with them throughout their various stages of retirement planning.

I’ve worked in the industry for over 20 years, and have gained experience working for leading fund managers and product providers across diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager.

In 2005, I found my niche in providing financial advice to clients on Sydney’s lovely Northern Beaches.


  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Advice charged will depend on the type of advice services your are after and the complexity of the advice sought. Advice fess will be quoted prior to seeking your agreement to proceed with the provision of personal advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Retire By Design Pty Ltd

The Gateway Building, Suite 16, Level 3, 1 Mona Vale Road
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday
  • 9:00am – 9:00pm Thursday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256