About
Simeon has been a financial adviser for over 23 years.
She joined Fitzpatricks in 2008, after establishing her own boutique advisory firm in 2004.
Simeon works with her clients to live a richer life by enabling them to align their resources (time and money), with the things they care most about.
Her clients include busy professionals and pre-retirees/retirees who understand the importance of being financially organised and, who value the benefits of working in partnership with a trusted adviser to help manage their financial affairs.
Simeon is passionate about supporting her clients through all of life’s stages – not just good times. She has assisted a number of clients to navigate their way through the financial aspects of separation and divorce, serious health challenges and the sometimes “tricky” transition from working life into retirement.
Simeon is a Certified Financial Planner (CFP®), Life Risk Specialist (LRS®) and member of the Financial Advice Association Australia (FAAA). She holds a Diploma of Financial Planning.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Diploma of Financial Planning– FPA/Deakin
- Certified Financial Planner – FPA
- LRS® Life Risk Specialist – FPA
- Self-Managed Superannuation Funds – Kaplan Professional