Our People

The advice we give is easy to understand and the same advice we would give to our own family and friends.

Jenny Simmonds

Director/Financial Adviser

As an experienced and Certified Financial Planner I am committed to providing my clients with quality straight forward 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 retirement planning stages.

I’ve been in the industry for over 20 years initially building my experience working for various leading fund managers and product providers in diverse and challenging roles including Compliance Manager, Product Project Manager and Technical Manager prior to finding my niche in 2005 providing financial advice to clients on Sydney’s lovely Northern Beaches.

Qualifications

  • Certified Financial Planner
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Superannuation Management
  • Bachelor of Science
  • Accredited Aged Care Professional
  • Justice of the Peace

Martin Jakovics

Director/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, they key is always: to educate clients, empowering them to make fully informed decisions based on expertise and up-to-date industry knowledge, and; to gain a deep understanding of their personal goals and family circumstances.

I am a Certified Financial Planner (CFP) – a designation recognised worldwide with a commitment to the highest ethical standards. I have broad experience in the financial services industry having worked since 1998 in Paraplanning and Technical roles before advancing to become a Financial Planner in 2003, and I’m thrilled to be following my passion for creating long term relationships with entire families, helping them to secure their financial futures.

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Arts
  • Accredited Aged Care Professional
  • Self Managed Super Funds Certificate
  • Justice of the Peace

Aged Care Steps

Aged Care Steps is a leader in the provision of aged care support to advice professionals.

Aged Care Steps help us build effective advice solutions so our clients can make fully informed choices about options and funding mechanisms.

The Financial Planning Association

The FPA is Australia’s leading professional association for financial planners.

All advisers are Certified Financial Planners who follow the FPA professional framework and Code of Practice.

Hear from our clients

  • Martin's customer service skills are of the highest level, he will in all occasions: return our calls, address our queries, resolve any concerns we may have, and arrange regular "catch ups" to review our financial situation.

    - Ian & Margaret H.

  • “The advice provided by Retire by Design has been given in a confident and professional manner noting trends in the market and where we should be heading in the future... We feel very comfortable that Jenny is treating our money with respect.”

    - - John & Ann H.

Call us on 02 9979 2001 or email us to map your financial future with Retire by Design

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