Simone Richardson Email & Phone Number
Director and Senior Wealth Adviser @ Citadel Wealth
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Simone Richardson Location
- Kew, VIC, AU
Simone Richardson Work
- 2020 -now Director and Senior Wealth Adviser @
- 2013 -2020 Director and Senior Wealth Adviser @ Tall Poppy Wealth Advice
- 2008 -2013 Senior Wealth Adviser @ Boutique Financial Planning Services
- 2004 -2007 Senior Financial Consultant @ Tynan Mackenzie
Simone Richardson Education
- Swinburne University of Technology
Bachelor Business (Economics) (Economics)
2007-2009 - Deakin University
Advanced Diploma Financial Services (Financial Planning) (Financial Planning and Services)
2002-2005
Simone Richardson Skills
- Cash Flow Forecasting
- Debt Management
- Estate Planning
- Event Management
- Financial Modeling
- Fundraising
- Insurance
- Marketing Communications
- Relationship Management
- Superannuation
- Wealth Accumulation Strategies
- Wealth Management
- Wealth
- Finance
- Financial Advisory
Simone Richardson Summary
- Simone Richardson, based in Kew, VIC, AU, is currently a Director and Senior Wealth Adviser at Citadel Wealth. Simone Richardson brings experience from previous roles at Tall Poppy Wealth Advice, Boutique Financial Planning Services and Tynan Mackenzie. Simone Richardson holds a 2007 - 2009 Bachelor Business (Economics) in Economics @ Swinburne University of Technology. With a robust skill set that includes Cash Flow Forecasting, Debt Management, Estate Planning, Event Management, Financial Modeling and more. Simone Richardson has 2 emails and 1 mobile phone numbers on RocketReach.
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