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
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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