1997 -
2004 Financial Adviser @ Won Financial Services Group
1991 -
1997 Sales And Marketing Representative @ Ogilvy and Munroe
Simone Richardson Education
Kaplan
Advanced Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2004
-
2012
AAMC
Diploma of Financial Services (Finance /Mortgage Broking Management)
2011
-
2011
Integratec
Diploma of Financial Services (Financial Planning)
2000
-
2003
Griffith University
BA (Humanities)
1991
-
1993
All Hallows School 1986
-
1990
Simone Richardson Skills
Superannuation
Retirement Planning
Wealth
Estate Planning
Risk Management
Debt Restructuring
Tax Reduction
Salary Packaging
Wealth Accumulation
Wealth Management
Strategic Financial Planning
Investments
Income Protection
Wealth Management Services
Insurance
Financial Advisory
Finance
Financial Services
Pensions
Investment Advisory
Cash Flow
Investment Strategies
Life Insurance
Debt Management
Retirement
Wealth Accumulation Strategies
Paraplanning
Financial Planning
Mortgage Lending
Financial Risk
Business Analysis
Microsoft Excel
Microsoft Word
Financial Analysis
Simone Richardson Summary
Simone Richardson, based in Gold Coast, QLD, AU, is currently a Senior Financial Adviser at Nestworth. Simone Richardson brings experience from previous roles at Won Financial Services Group and Ogilvy and Munroe. Simone Richardson holds a 2004 - 2012 Advanced Diploma of Financial Services (Financial Planning) in Financial Planning and Services @ Kaplan. With a robust skill set that includes Superannuation, Retirement Planning, Wealth, Estate Planning, Risk Management and more. Simone Richardson has 2 emails on RocketReach.
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