Simone Richardson
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Simone Richardson Email & Phone Number

Director and Senior Wealth Adviser at Citadel Wealth
Location: Kew, Victoria, Australia 5 work roles 2 schools
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Current company
Role
Director and Senior Wealth Adviser
Location
Kew, Victoria, Australia
Company size

Who is Simone Richardson? Overview

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Quick answer

Simone Richardson is listed as Director and Senior Wealth Adviser at Citadel Wealth, a company with 12 employees, based in Kew, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Simone Richardson.

Simone Richardson previously worked as Director & Senior Wealth Adviser at Citadel Wealth Solutions and Director & Senior Wealth Adviser at Tall Poppy Wealth Advice. Simone Richardson holds Bachelor Business (Economics), Economics from Swinburne University Of Technology.

Company email context

Email format at Citadel Wealth

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Citadel Wealth

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Profile bio

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.

Listed skills include Wealth, Wealth Management, Finance, Financial Advisory, and 11 others.

Current workplace

Simone Richardson's current company

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Citadel Wealth
Citadel Wealth
Director and Senior Wealth Adviser
Kew, VIC, AU
Employees
12
AeroLeads page
5 roles

Simone Richardson work experience

A career timeline built from the work history available for this profile.

Director & Senior Wealth Adviser

Current
Citadel Wealth Solutions

Kew, Victoria, Australia

Jul 2020 - Present

Director & Senior Wealth Adviser

Tall Poppy Wealth Advice

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.

Aug 2013 - Jul 2020

Senior Wealth Adviser

Boutique Financial Planning Services

Hawthorn East

Jan 2008 - Aug 2013

Senior Financial Consultant

Tynan Mackenzie
Jul 2004 - Dec 2007
Team & coworkers

Colleagues at Citadel Wealth

Other employees you can reach at citadelwealth.com.au. View company contacts for 12 employees →

2 education records

Simone Richardson education

Advanced Diploma Financial Services (Financial Planning), Financial Planning And Services

FAQ

Frequently asked questions about Simone Richardson

Quick answers generated from the profile data available on this page.

What company does Simone Richardson work for?

Simone Richardson works for Citadel Wealth.

What is Simone Richardson's role at Citadel Wealth?

Simone Richardson is listed as Director and Senior Wealth Adviser at Citadel Wealth.

Where is Simone Richardson based?

Simone Richardson is based in Kew, Victoria, Australia while working with Citadel Wealth.

What companies has Simone Richardson worked for?

Simone Richardson has worked for Citadel Wealth, Citadel Wealth Solutions, Tall Poppy Wealth Advice, Boutique Financial Planning Services, and Tynan Mackenzie.

Who are Simone Richardson's colleagues at Citadel Wealth?

Simone Richardson's colleagues at Citadel Wealth include Danielle Wright, Carly Monahan, Lachlan Street, Sue Hudson, and Liam De Vries-Turner.

How can I contact Simone Richardson?

You can use AeroLeads to view verified contact signals for Simone Richardson at Citadel Wealth, including work email, phone, and LinkedIn data when available.

What schools did Simone Richardson attend?

Simone Richardson holds Bachelor Business (Economics), Economics from Swinburne University Of Technology.

What skills is Simone Richardson known for?

Simone Richardson is listed with skills including Wealth, Wealth Management, Finance, Financial Advisory, Superannuation, Estate Planning, Insurance, and Relationship Management.

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