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Simon Pederson

 Simon Pederson

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Level 6, 57 The Esplanade
Maroochydore
QLD
4558
AU

Overview CONTACT THE ADVISER

Simon Pederson Simon Pederson

total Reviews

20

Experience

6yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Everybody’s different – different needs, different goals and different circumstances, however, one thing is consistent we could all use help at some stage in our lives.

Whether you are in your carefree twenties, consolidating thirties, comfortable forties or cruising fifties, the advice of a professional financial planner can be critical to helping you achieve your financial goals and making sure you have enough to spend in your future years.

Myself and the team at Bridges Sunshine Coast can set you on the right path, by talking to you about your present circumstances and aspirations, and then working with you create a strategy to maximise your current opportunities to achieve your goals. To start planning for a successful financial future take control and contact our office today.

Company:

Bridges Financial Services Pty Limited
Bridges Financial Services Pty Limited

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

IOOF Holdings Ltd
IOOF Holdings Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
My fees
  • Personal Advice starting from $660
  • Ongoing Advice starting from $1320

Our advice covers a broad spectrum of financial planning and investment services to help our clients achieve their financial goals and aspirations, whatever they may be. We are committed to providing our clients with professional, ongoing advice with genuine personal service. As an ASX Market Participant, we have been providing stockbroking services to Australians since 1985. We are one of the few local financial planning companies who also offer full-service stockbroking to our clients. Bridges Financial Services is also one of Australia's largest national, financial planning and stockbroking organisations assisting over 50,000 clients with their financial planning needs. The Bridges Sunshine Coast office is locally owned and we are proud to be a part of the community, participating in local events and charity on a regular basis. Simon Pederson and the team at Bridges Sunshine Coast are there to assist families achieve greater financial potential NOW and into retirement.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 20 total)See all

"The financial advice my husband and I have received over the last 6 years from Simon has helped secure our financial future. Not only is he professional but his demeanor to assist people is a true attribute. I highly recommend Simon as a Financial Adviser."

Melinda, Under 35 11 Nov 2017

"Simon is has a positive attitude and is motivated along with professional financial adviser. Lovely guy that helps with any questions that needs answering. Definitely would recommend Simon to friends and family. "

Indiana, Under 35 6 Nov 2017

"."

Jennie, 46-55 23 Oct 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 6 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 6, 57 The Esplanade, Maroochydore
QLD 4558 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 20 Total Reviews
Melinda, Under 3511 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The financial advice my husband and I have received over the last 6 years from Simon has helped secure our financial future. Not only is he professional but his demeanor to assist people is a true attribute. I highly recommend Simon as a Financial Adviser."

Indiana, Under 3506 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon is has a positive attitude and is motivated along with professional financial adviser. Lovely guy that helps with any questions that needs answering. Definitely would recommend Simon to friends and family. "

Jennie, 46-5523 Oct 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"."

David , 56-6517 Oct 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon is a motivated, professional and knowledgeable financial advisor. These attributes are reflected in his appearance and demeanour, as such, I have no hesitation in recommending Simon to family and friends."

Shannon, 35-4522 Jun 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"-Professional thorough communication with a genuine care for my needs -Built rapport easily (first meeting), respectful, professional and friendly -On time and detailed communication via preferred method, promises always achieved!"

Kathleen, 65+24 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon was very welcoming and made us feel relaxed but also very professional. He explained everything in simple terms. Kath and Trevor"

Ian, Under 3511 May 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"N/A"

John, 65+11 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon always attended our business promptly & effectently John 4551 "

Andrew, Under 3520 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon has been a very helpful financial adviser to me since 2011. He is very knowledgeable and has guided me to help me gain knowledge about my investments."

Ainsley , Under 3506 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon is fantastic. He has been such a great help for both myself and my husband. He has always been so prompt to respond to any of my queries. "

Natalie , 35-4523 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon was very quick to respond to two of my requests. He is very knowledgeable and a pleasure to deal with. I would recommend him to my family and friends. "

Geoff, 65+18 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Simon very friendly and knowledgable, he carried out my instructions in a timely manner, with his eye on the market. "

Michael, Under 3509 Nov 2015
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Simon has provided exceptional investment advice time and time again. Simon has extensive knowledge on investment markets and is always on the front foot regarding research, world events affecting underlying shares and much more, which allows him to provide the exceptional recommendations consistently. I have already referred my family and will continue to refer people wanting solid financial advice that continues to impress."

Aaron, Under 3527 Mar 2015
Expand
Overall customer rating
95%
- Communication
90%
- Knowledge & Expertise
90%
- Customer Care
100%
- Recommendation
100%

"Simon has made the process of planning & investing for my future financial goals a lot easier and clearer. He has given great advise and is always willing to listen to ideas which he provide great feedback on. I would highly recommend Simon to anyone interested in planning for their financial future."

john, 56-6503 Jan 2015
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%
Barry, 56-6509 Dec 2014
Expand
Overall customer rating
95%
- Communication
90%
- Knowledge & Expertise
90%
- Customer Care
100%
- Recommendation
100%
Kellie, 35-4508 Dec 2014
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Diana, 65+08 Dec 2014
Expand
Overall customer rating
92%
- Communication
83%
- Knowledge & Expertise
83%
- Customer Care
100%
- Recommendation
100%

"Simon is always very pleasant and obliging and does try very hard to help me understand when I am confused."

Kris, 46-5508 Dec 2014
Expand
Overall customer rating
95%
- Communication
90%
- Knowledge & Expertise
90%
- Customer Care
100%
- Recommendation
100%

"Simon has been great, very trustworthy and reliable. I would and I have referred people to him."

Julian, Under 3507 Nov 2014
Expand
Overall customer rating
98%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
100%
- Recommendation
100%

"Simon provides me with fantastic, unbiased advice. He is a pleasure to deal with, and goes out of his way to make sure he answers all of my queries. Nothing is ever a hassle for Simon. I highly recommend Simon to all my friends and family."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

BRIDGES FINANCIAL SERVICES PTY LIMITED

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
9
Customers

#2
Building Super
STRENGTH
4
Customers

#3
Socially Responsible Investments
STRENGTH
3
Customers

#4
Preparing For Retirement
STRENGTH
2
Customers

#4
Tax Effective Strategies
STRENGTH
2
Customers

#5
Aged Care
STRENGTH
1
Customers

#5
Centrelink Benefits
STRENGTH
1
Customers

#5
Eco Friendly Investments
STRENGTH
1
Customers

#5
Household Budgeting
STRENGTH
1
Customers

#5
Insurance Protection
STRENGTH
1
Customers

#5
Loan Products
STRENGTH
1
Customers

#5
Managing Debt
STRENGTH
1
Customers

#5
Margin Lending Geared Investments
STRENGTH
1
Customers

#5
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

99%

Simon Pederson

Company: Bridges Financial Services Pty Limited

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Simon Pederson is a member of and in what capacity, the licensee or company of Simon Pederson and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Simon Pederson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 92%

Customer Satisfaction: 100%