Simone started working in the financial services industry in 1997 and has worked in an advisory capacity since 1999. She thoroughly enjoys working with people to help them get ahead financially and achieve their goals and has helped many of her clients for over 20 years continuously. She’s very passionate about seeing clients tick off major milestones – from paying down a mortgage to building investment portfolios and becoming financially independent. Many of her clients have amassed wealth from humble beginnings, and Simone loves steering her clients through life’s challenges to lead Richer Lives.
Simone holds a Bachelor of Arts (Humanities), Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Finance/Mortgage Broking Management).
