Mr Simon Podesta
Principal
Experience
I have been involved in the financial planning industry since 2005 and have founded Infinity Wealth Solutions in order to have a more direct involvement with helping clients make their dreams come true.
I am a Superannuation Specialist Adviser accredited by SPAA the leading organisation in Superannuation and Self Managed Super Fund education.
I have vast experience in holistic financial planning with a special focus on life insurance, income protection and superannuation.
WA State Finalist Financial Wisdom Practice of the Year 2015
FPA AFP Financial Planner of the Year WA 2014
National Winner Financial Wisdom Rising Star of the Year 2014
WA State Winner Financial Wisdom Rising Star of the Year 2014
WA State Finalist Financial Wisdom Practice of the Year 2014
WA State Winner Financial Wisdom Rising Star of the Year 2013
Qualifications
I am a Certified Financial Planner, holding a Bachelor of Commerce in Accounting and Financial Planning, Diploma of Financial Planning, Advanced Diploma of Financial Planning and am a SMSF Specialist Adviser.
In 2014 I was awarded the FPA AFP Financial Planner of the Year for WA.
Infinity Wealth Solutions is a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.
Additional Information
I specialise in helping those people that want to make a genuine improvement in their situation from young families to wealth builders and those approaching retirement.
Mrs Katherine Cairns
I am dedicated to helping my clients make the most of their finances through best-in-class financial planning services and customer experience, assisting them in securing financial growth to achieve their lifestyle goals. I am is particularly passionate about educating and empowering each family and individuals with key knowledge required to make more informed decisions about their future.
I have worked in the Financial Services industry for 16 years. I have gained extensive knowledge over the years working in various Stockbroking firms in Perth, in positions such as Dealers Assistant, Corporate Actions Officer and Settlements Clerk before moving into wealth management in 2009.
I was appointed as a financial planner with Financial Wisdom on 1st July, 2014 and have targeted a niche client base of Kiwi’s living and working in Australia and helping them navigate the Australian financial system.
My first Personal Insurance claim was my mother (Julie) who was diagnosed with Stage 4 Ovarian Cancer 2 years ago. I have a passion to ensure that all Australians know and understand the importance and value of personal life insurances.
I am married and mother to Charles 9 year, Grace 7 years and Jaxson 5 Years. Until recently was also the singer in a Perth cover band (Last Resignation), music and family are my passions.
2015 WA Rising Star of the year for with Financial Wisdom
2015 Finalist (top 5) for the AFA Rising Star of the year award.
2016 National Award Winner Women in Financial Planning Financial Wisdom
2016 Finalist (top 5) for Rockingham Kwinana Chamber of Commerce Business Person of the Year
2016 WA Rising Star of the year for with Financial Wisdom
Financial Services Guide (FSG)
We conduct ourselves ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Matrix Planning Solutions. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link:
Download Financial Service Guide Simon Podesta
Download Financial Services Guide Katherine Cairns
Important Information
Matrix Planning Solutions is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Matrix Planning Solutions. Matrix Planning Solutions is not affiliated with nor does it endorse other business activities conducted by me.
You can identify when I am acting on behalf of Matrix Planning Solutions because the advice will be provided on letterhead clearly identifying Matrix Planning Solutions . Matrix Planning Solutions is not affiliated with nor does it endorse any of the other business activities conducted by me.
Your decision to deal with me in my other business capacities is made independent of my involvement with Matrix Planning Solutions and I advise that Matrix Planning Solutions is not responsible or liable in whole or in part of my actions and advice in my other business activities.