Simone Richardson

Citadel Wealth Solutions Pty Ltd

Gold
18 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 Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2004
  • Years of experience 18
  • 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

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simone was able to assess my situation as a sole trader and organised a great level of income protection to let me sleep at night! The service was made even better when she signed me up to a program to get a discount and a free garmin device! Simone was fantastic in following up with me and making sure I understood everything in the process! Highly recommend her services!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simone was referred by a friend of mine. She gave us easy to understand advice and multiple solutions for our situation. I would highly recommend Simone for any wealth advice."

  • Insurance Protection
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2007

Bachelor of Business (Economics)

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2013

Diploma of Financial Services

Level
5 - Diploma
Institution
ThreeSixty
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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