Starting in the financial services industry in 1997, and becoming an Adviser in 1999, Simone is passionate about empowering people to make informed financial choices. Having strong financial partnerships with clients, she is committed to providing a solid foundation that gives her clients the confidence and peace of mind to embrace life's challenges, incorporate change, seize opportunities, live a world of possibility, and achieve their personal and financial goals.
Joining Henderson Matusch in April 2004, Simone is the Senior Financial Adviser for the Southport branch and heads up a team of 7 in this location. With modern technology, however, location is merely an address and Simone works with clients nationally.
Simone's qualifications, skills and experience, coupled with her ability to coach, mentor and advise, see her well equipped to deliver a personalised tailored partnership, where clients feel understood, valued, and secure about their financial position. Seeking to have a positive impact on people's lives is at the heart of Henderson Matusch and Simone, leaving client's with peace of mind and confidence.
A strong advocate for financial education and people's ability to make informed financial choices, Simone is also actively involved with clients, individuals, families, Accounting and Legal Professionals, Community Groups and Government/Private organisations in the provision of financial literacy and education sessions.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 12
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Bachelor of Arts (Humanities)
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Language spoken
- English
Nestworth
Acuity Business Park Building 1, Level 3, 209 Robina Town Centre DrRobina, QLD 4226
Opening hours
- 9:00am – 5:00pm Monday, Friday
- 9:00am – 6:00pm Tuesday – Thursday
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306