Associate Adviser - Wealth Management
Simone is a provisional adviser within the wealth management team based in Melbourne. She has worked in financial services since 2019, steadily building her expertise and knowledge under new highly regulated industry standards. Graduating with a Bachelor of Commerce, majoring in Financial Planning from Deakin University, she’s equipped with strong technical capabilities, specialising in investments, superannuation and retirement planning advice.
Passionate about providing clients with a comprehensive range of strategies to optimise their financial position, Simone strives to build trusted relationships. Through detailed discussions around their lifestyle objectives, she is able to offer clients peace of mind about their financial future.