Simone Richardson

Citadel Wealth Solutions Pty Ltd

Bronze
19 Yrs Experience
Kew East, VIC 3102

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.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2004
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Economics)
  • Language spoken
    • English

Citadel Wealth Solutions Pty Ltd

Suite 5 Level 1, 700 High Street
Kew East, VIC 3102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221