RETIRE BY DESIGN - Key Persons

Jenny Simmonds

Job Titles:
  • Director / Certified Financial Adviser
Qualifications Certified Financial Planner Advanced Diploma of Financial Services (Financial Planning) Diploma of Superannuation Management Accredited Aged Care Professional Bachelor of Science Justice of the Peace As an experienced Certified Financial Planner, I am committed to providing my clients with quality straightforward advice and the highest levels of customer service. I am passionate about helping clients set and achieve their unique retirement lifestyle and financial goals, and partnering with them throughout their various stages of retirement planning. I've worked in the industry for over 20 years, and have gained experience working for leading fund managers and product providers across diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager. In 2005, I found my niche in providing financial advice to clients on Sydney's lovely Northern Beaches.

Martin Jakovics

Job Titles:
  • Director / Certified Financial Adviser
Some clients know exactly what they want and others require complex custom financial solutions for investments, retirement, superannuation and wealth protection. In my experience, the key is to gain a deep understanding of our client's personal goals and family circumstances, then educate clients and empower them to make fully informed decisions based on expertise and up-to-date industry knowledge. I am a Certified Financial Planner (CFP), a designation recognised worldwide with a commitment to the highest ethical standards. Having worked in the financial services industry since 1998, I gained extensive experience working in Paraplanning and Technical roles before becoming a financial planner in 2003. Qualifications Certified Financial Planner Diploma of Financial Planning Self Managed Super Funds Certificate Accredited Aged Care Professional Bachelor of Arts Justice of the Peace

Sarah Williams

Job Titles:
  • Client Services Manager
  • Member of Our Team
An integral member of our team, Sarah is the day to day contact for our clients and a great support to our advisers. Always striving to help clients and co-workers, Sarah declares "I enjoy seeing our clients happy, knowing that we are helping them achieve their financial goals" When Sarah is not at work, she enjoys the ocean, travelling adventures and spending time with family and friends - her life motto is "you never regret a swim".