Financial Adviser
· SOUTHPORT, QLD
Simone Richardson
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239985
Simone Richardson is a financial adviser based in Southport, Queensland, with 23 years of experience in the financial services industry. Simone is currently authorised under Fortnum Private Wealth Ltd. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts in Humanities from Griffith University. Simone is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Arts in Humanities
Griffith University
1999
Diploma of Financial Planning
Independant Centre of Financial Training
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504)
AAMC Training Group
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan