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Simon Pederson Email & Phone Number
Financial Planner
at
Sunlit Path Retirement Partners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Sunshine Coast, Queensland, Australia
Who is Simon Pederson? Overview
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Quick answer
Simon Pederson is listed as Financial Planner at Sunlit Path Retirement Partners, based in Sunshine Coast, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Simon Pederson.
Simon Pederson previously worked as Financial Planner at Bridges Financial Services and ClientFirst Pilot at Bridges Financial Services. Simon Pederson holds Ethics And Professionalism In Financial Advice, Ethics, Met All Fasea Requirements. from Kaplan Professional.
Company email context
Email format at Sunlit Path Retirement Partners
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Sunlit Path Retirement Partners
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Profile bio
About Simon Pederson
Helping you achieve your financial goals and aspirations is my passion. As a professional client adviser, I am committed to providing the highest levels of customer service and holistic financial advice. My clients appreciate my empathetic nature coupled with my “straight down the line” personality and honesty.Education and CredentialsI hold a Bachelor of Business in Financial Planning and a Master of Finance from Griffith University. My education, coupled with my 16 years in financial services and 12 years as a financial advisor, has equipped me with the knowledge and expertise to guide clients through their financial journeys. I am also a proud member of the Financial Advice Association Australia (FAAA), meeting all FASEA requirements and aligning with the highest standards in the industry.Professional PhilosophyI believe that education and integrity are the cornerstones of a trusted financial adviser. With government-mandated requirements now in place, our industry is on the path to becoming a respected profession, and I am proud to be part of this transformation.About Bridges Financial ServicesAt Bridges Financial Services, we provide holistic “Fee for Service” advice, helping families achieve their goals and offering peace of mind. Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs. Our strength lies in delivering exceptional service and quality advice throughout all stages of our clients' lives. We promise to put you, our client, first.Our ApproachTaking control of your finances is critical, and starting early with a trusted adviser is key. The team at Bridges is dedicated to building long-term relationships, providing exceptional service, quality advice, and making a meaningful positive impact on our clients' lives. We pride ourselves on our ongoing customer service and commitment to putting our clients first.Ready to take control of your financial future? Reach out to me today and let's start building a roadmap to your financial success together.
Current workplace
Simon Pederson's current company
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Sunlit Path Retirement Partners
Website
AeroLeads page
7 roles
Simon Pederson work experience
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Financial Planner
I am dedicated to delivering the highest levels of customer service and holistic financial advice. Here are a few key areas where I can assist you in achieving your financial goals:Retirement Planning: In today’s world, where people are living longer, planning for retirement on your terms has never been more crucial. I specialise in crafting personalised.
Clientfirst Pilot
ClientFirst aims to empower the people doing the work to change the organisation from within. Focusing on maximising value for our clients and reducing waste to create a culture rich and efficient business.
Feb 2022 - Jul 2024
Member
Awarded for outstanding academic achievement and being in the top 15% of students globally. Nominated by Griffith University while completing a Master of Finance.
Committee Member
Fpa Australia (Sunshine Coast Chapter)
Representing FPA members on the Sunshine Coast.
Oct 2018 - Jan 2024
Breaky Club Volunteer
The Breaky Club has been running since 2014 providing free breakfast to primary school students who would otherwise go hungry. Thank you Heather and Chappy Dave for organising such a wonderful community initiative.
Apr 2017 - Apr 2022
Associate Planner
Invest4life Pty Ltd is an independent consultancy company specialising in all facets of financial planning. Invest4life’s humble beginnings were in Emerald, the mining hub of Central Queensland and in 2002 relocated to the Sunshine Coast just 1 hour north of Brisbane, Invest4life has grown into a select financial planning business, with a proven record of.
Dec 2007 - Jun 2008
5 education records
Simon Pederson education
Ethics And Professionalism In Financial Advice, Ethics, Met All Fasea Requirements.
Master'S Degree, Finance, Gpa 6.67 (Out Of 7)
Responsible Investment Essentials
Responsible Investment Academy
Bachelor Of Business, Financial Planning
High School Certificate
Kadina High School
FAQ
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What company does Simon Pederson work for?
Simon Pederson works for Sunlit Path Retirement Partners.
What is Simon Pederson's role at Sunlit Path Retirement Partners?
Simon Pederson is listed as Financial Planner at Sunlit Path Retirement Partners.
Where is Simon Pederson based?
Simon Pederson is based in Sunshine Coast, Queensland, Australia while working with Sunlit Path Retirement Partners.
What companies has Simon Pederson worked for?
Simon Pederson has worked for Sunlit Path Retirement Partners, Bridges Financial Services, Golden Key International Honour Society, Fpa Australia (Sunshine Coast Chapter), and Buderim Mountain State School.
How can I contact Simon Pederson?
You can use AeroLeads to view verified contact signals for Simon Pederson at Sunlit Path Retirement Partners, including work email, phone, and LinkedIn data when available.
What schools did Simon Pederson attend?
Simon Pederson holds Ethics And Professionalism In Financial Advice, Ethics, Met All Fasea Requirements. from Kaplan Professional.
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