Simone O'Hara profile photo

Simone O'Hara

RI Advice Moreton

Gold
28 Yrs Experience
Caboolture, QLD 4510

I am the Sole Proprietor and Senior Financial Adviser of RI Moreton and specialise in pre and post

retirement planning. I am also an accredited aged care advice professional and can assist you with

helping understand this complex area. I have enjoyed 30+ years experience within the

financial planning industry. I take the time to get to you know your personal situation and formulate

strategies to achieve your desired goals. I pride myself on the ongoing relationships I hold

with my clients and truly care about each and every client's personal situation.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

RI Advice Moreton

19 Hasking St
Caboolture, QLD 4510

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429