Simone Richardson

Simone Richardson Email and Phone Number

Director and Senior Wealth Adviser @ Citadel Wealth
Kew, VIC, AU
Simone Richardson's Location
Kew, Victoria, Australia, Australia
About Simone Richardson

Combining strong commitment to customer service with 20 years industry experience; relationship focused with a high-level technical knowledge to provide the best possible outcomes for my clients.Advocate for financial well-being for women.Director of Citadel Wealth Solutions.

Simone Richardson's Current Company Details
Citadel Wealth

Citadel Wealth

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Director and Senior Wealth Adviser
Kew, VIC, AU
Website:
citadelwealth.com.au
Employees:
12
Simone Richardson Work Experience Details
  • Citadel Wealth
    Director And Senior Wealth Adviser
    Citadel Wealth
    Kew, Vic, Au
    View
  • Citadel Wealth Solutions
    Director & Senior Wealth Adviser
    Citadel Wealth Solutions Jul 2020 - Present
    Kew, Victoria, Australia
  • Tall Poppy Wealth Advice
    Director & Senior Wealth Adviser
    Tall Poppy Wealth Advice Aug 2013 - Jul 2020
    Melbourne
    At Tall Poppy Wealth Advice we are committed to:- Helping clients identify and achieve what they want out of life- Providing trusted and affordable planning advice- Helping clients take control of their lives and finances- Increasing financial literacy to minimise financial mistakes and risks- Transparent fees linked to the level of service and value of our advice
  • Boutique Financial Planning Services
    Senior Wealth Adviser
    Boutique Financial Planning Services Jan 2008 - Aug 2013
    Hawthorn East
  • Tynan Mackenzie
    Senior Financial Consultant
    Tynan Mackenzie Jul 2004 - Dec 2007

Simone Richardson Skills

Wealth Wealth Management Finance Financial Advisory Superannuation Estate Planning Insurance Relationship Management Event Management Cash Flow Forecasting Debt Management Wealth Accumulation Strategies Financial Modeling Fundraising Marketing Communications

Simone Richardson Education Details

Frequently Asked Questions about Simone Richardson

What company does Simone Richardson work for?

Simone Richardson works for Citadel Wealth

What is Simone Richardson's role at the current company?

Simone Richardson's current role is Director and Senior Wealth Adviser.

What schools did Simone Richardson attend?

Simone Richardson attended Swinburne University Of Technology, Deakin University.

What are some of Simone Richardson's interests?

Simone Richardson has interest in Health.

What skills is Simone Richardson known for?

Simone Richardson has skills like Wealth, Wealth Management, Finance, Financial Advisory, Superannuation, Estate Planning, Insurance, Relationship Management, Event Management, Cash Flow Forecasting, Debt Management, Wealth Accumulation Strategies.

Who are Simone Richardson's colleagues?

Simone Richardson's colleagues are Lachlan Street, Sue Hudson, Liam De Vries-Turner, Danielle Wright, John Lubberink, Carly Monahan.

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