Simon Podesta
Senior Financial Adviser
Bachelor of Commerce (Accounting and Financial Planning), Accredited Aged Care Professional, (CFP®)
ASIC Identification number 337161
Simon has been part of the financial planning industry since 2005.
He’s particularly passionate about helping people build their wealth, craft their ideal retirement, and protect their loved ones.
Alongside his formal qualifications in accounting and financial planning, Simon is a Certified Financial Planner (CFP) and a Superannuation Specialist Adviser – accredited by the SMSF Association, the leading organisation in Superannuation and Self Managed Super Fund education.
Atwell Office
Simon Podesta is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306
ABN 54 139 889 535 AFSL 357306