Director of Citadel Wealth Advice, Simone shares a passion for helping others realize their goals. Whether it be buying a home, building a business or achieving a lifestyle, Simone understands that these goals all require the financial foresight that comes from sound financial advice.
Simone’s career in financial services started in 2001 as a client relationship assistant - and then manager - with Warringal Financial Services. Within five years, and at the age of 26, she was appointed to the role of Senior Financial Consultant managing 150 client groups with Melbourne based firm Tynan Mackenzie.
With a business degree (majoring in economics) and almost 20 years of financial planning experience, Simone is well-equipped to offer clients advice on all facets of their financial affairs.
A specialist in strategic planning and structuring of investments, Simone works closely with clients to identify both personal and financial goals; recommending a strategic direction that best suits each client’s unique situation.
Simone’s qualifications and experience, coupled with her focus on delivering a very personalised planning service, inspires confidence in her clients that their investment strategy is a sound one and will deliver the lifestyle and financial security they desire.
Simone has been an amazing financial adviser for me. She's very down to earth and takes the time to explain everything well. Simone has helped me navigate buying my first home, consolidate my superannuation, organise income protection insurance, build a share portfolio and manage my budget. I've been very impressed with her professional integrity, her swift ability to take action and her ability to find the solutions that work for my specific situation. She is never judgmental or condescending, but rather she genuinely cares about my personal situation. I couldn't recommend Simone more highly.
A close friend of mine recommended I speak with Simone a few years back. The first thing that struck me about Simone was her integrity. In the past I had seen a planner who I felt was trying to sell me everything under-the-sun. Simone took great care in assessing my situation, and only advised me to change things when there was a clear benefit for me. I would happily recommend Simone.
Simone has offered sound advice to me over the years, helping me to invest the proceeds from the sale of my business and assisting with the transition of my insurances.
Simone is an excellent advisor who takes a genuine interest in the financial well-being of her clients, and builds strong relationships with them at the same time. She explains financial matters in a simple and easy to understand manner, which is important for people not financially minded like me who just want to get on with running their business.
Simone has been instrumental in helping me achieve my personal financial goals and has not only been an excellent adviser to me, but to everyone i have referred to her. Thank you Simone!
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2004
- Years of experience 19
- Bachelor of Business (Economics)
Citadel Wealth Solutions Pty LtdSuite 5 Level 1, 700 High Street
Kew East, VIC 3102
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd