Simone Richardson

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.