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Simon Podesta profile image

Simon Podesta

Senior Financial Planner at Wealthwise Financial Planning
Intro Book
Experienced financial planner with 15+ years of experience and certifications in financial planning and superannuation.
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Location
Harrisdale, Western Australia, Australia, AU
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Bio

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Simon Podesta is a seasoned financial planner with 15+ years of experience, holding certifications from the Financial Planning Association, Curtin University, and Kaplan. He has worked as a Senior Financial Planner at Wealthwise Financial Planning and a Financial Planner at Infinity Wealth Solutions. With a strong educational background in accounting and financial planning, Simon has developed expertise in financial planning, wealth management, and superannuation specialist advice.

Experience

Education

  • 2014 - 2016
    Financial Planning Association
    Certified Financial Planner, CFP
  • 2009 - 2012
    Curtin University
    Bachelor of Commerce (B.Com.), Accounting and Financial Planning
  • 2011 - 2011
    SPAA
    Superannuation Specialist Adviser
  • 2009 - 2010
    Kaplan
    Advanced Diploma Financial Planning
  • 2008 - 2009
    Kaplan
    Diploma Financial Planning

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Industry Focus. “Financial Services”

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