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SC

Simone Chesne

Financial Adviser

EQ Wealth
Double Bay, NSW 2028

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About

Simone Chesne is an ASIC-registered financial adviser based in Double Bay, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong educational foundation including a Graduate Diploma and Masters of Financial Planning from KAPLAN Professional, Simone also holds qualifications in Taxation, Advanced Investment Planning, and SMSFs. She is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting her commitment to upholding the highest professional standards. Simone is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Simone can assist you with: • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies for long-term growth • Retirement planning to secure your future Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Simone can provide expert guidance tailored to your individual circumstances. Contact Simone today to arrange a consultation and take the first step towards a brighter financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Management Superannuation Advice Insurance Solutions Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000543023

Verify on ASIC Register

Authorised Representative Number

000336008

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Simone Chesne offer?

Simone Chesne offers advice on superannuation, insurance, wealth management, retirement planning, and various investment products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Simone Chesne hold?

Simone Chesne holds a Masters of Financial Planning from KAPLAN Professional, a Graduate Diploma of Financial Planning from KAPLAN Professional, and qualifications in Taxation, Advanced Investment Planning, and Principles in Self Managed Super Funds.

How can Simone Chesne help me with my retirement planning?

Simone can assess your current financial situation, understand your retirement goals, and develop a tailored plan to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and strategies to maximise your retirement income.

What professional associations is Simone Chesne a member of?

Simone Chesne is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

What is the first step in working with Simone Chesne?

The first step is to arrange an initial consultation. This allows Simone to understand your financial situation, goals, and needs, and to discuss how she can help you achieve your objectives.

Get in Touch

Contact Simone directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.