The Financial Planning Association of Australia The Financial Planning Association of Australia

Jennifer Simmonds, CFP®


Name Jennifer Simmonds, CFP®
Company Retire By Design Pty Ltd
Address Level 3, Suite 16, 1 Mona Vale Rd
Mona Vale, NSW 2103
Phone 02 99792001
Mobile 0410 584 089
Email [email protected]
Website www.retirebd.com.au

As an experienced and Certified Financial Planner, I’m committed to providing you with quality straight forward advice and the highest levels of service. In particular, I am passionate about helping people set and
achieve their retirement lifestyle goals.
I’m a member of the Financial Planning Association, and meet the Financial Planning Association’s professional standards.
I can help you with:
• Retirement planning strategies including
“transition to retirement”
• Your financial needs upon and throughout retirement
• “Downsizing” specialist
• Aged Care Financial Planning
• Strategies to increase Centrelink benefits
• Income-generating investments
• Wealth creation through investments
• Life Insurance protection for you and your family
• Income Protection
• Estate Planning

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