Jenny Simmonds

Retire By Design Pty Ltd

Silver
17 Yrs Experience
Mona Vale, NSW 2103
http://retirebd.com.au/

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2005
  • Years of experience 17
  • 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

Clearview Financial Advice Pty Ltd

AFSL 331367

4.90
5 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Jenny has been my financial adviser for many years now providing with me sound financial advice in areas of superannuation, insurance products, budgeting and government assistance available. Jenny consistent;y operates with the highest of integrity. I am extremely happy with Jenny's advice, knowledge and experience, for my needs. I have continually recommended Jenny to family and friends."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since the first time my wife and I met Jenny to discuss our finances her assistance has been invaluable. Her understanding of our situation, advice and explanations of how best to invest our superannuation plus the results achieved, have shown me that our finances are in the very best of hands."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Because of Jenny’s knowledge and experience I have been able to retire without the worry of managing my superannuation. I have complete faith in Jenny’s recommendations and advice and I’m living the best life thanks to her! She explains everything really clearly and is always willing to answer any queries at any time. I am so fortunate and grateful to be one of her clients."

  • Superannuation
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jenny's knowledge helped us plan for our retirement. Her focus was what we wanted and worked the plan around that. We always feel she has our best interest at heart. She was always available whenever we had questions. Jenny's financial know how has given us a stress free retirement. We have recommended Jenny's service to others, we are extremely grateful to Jenny for the financial assistance and her concern for our well being."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jenny has been exceptional in reorganising my superannuation to meet my needs in retirement. She is thorough, impressively researched, well organised and wonderfully patient when faced with many questions. I would readily recommend Jenny to anyone seeking financial advice, especially in the area of superannuation."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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