Simone Richardson
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239985
- Location
- Southport QLD 4215
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 7 April 2026
- First provided advice
- 2003
- Qualifications
- Bachelor of Arts in Humanities, Griffith University (1994); Diploma of Financial Planning, Independant Centre of Financial Training (1999); Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504), AAMC Training Group (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simone Richardson
Simone Richardson is a financial adviser in Southport, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000239985.
The licensee Simone advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 7 April 2026.
The register records 2003 as the year Simone first provided financial advice. The qualifications listed for Simone include Bachelor of Arts in Humanities (Griffith University, 1994), Diploma of Financial Planning (Independant Centre of Financial Training, 1999) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Simone is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simone Richardson a registered financial adviser?
Yes. Simone Richardson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239985.
Which licensee does Simone Richardson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Simone Richardson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.