Simon Hodges

Simon Hodges Secure Wealth Advisers

Certified Financial Planner
Qualifications: MCom (Usyd), B Econ, DFP, CFP®

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Simon is our Senior Financial Adviser and has extensive experience within the financial planning industry over the past 20 years.

He has a Master’s Degree in Commerce (majoring in Banking and Finance), a Bachelor of Economics Degree and a Diploma of Financial Planning. He also holds the internationally recognised Certified Financial Planner qualification that means you have assurance that he works to the highest professional and ethical standards.

Simon’s integrity, along with his personal approach and guidance he offers to our clients is widely acknowledged.

Simon has developed collaborative relationships and partnerships with key providers in the investment and insurance world, industry experts and market specialists, ensuring the highest levels of compliance and understanding of increasingly complex regulations and legislation.

Luke Verwey

Luke Verwey

Certified Financial Planner
Qualifications: CFP® BEc DipFP

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Luke is a Certified Financial Planner® and a Senior Financial Adviser with over 17 years’ experience in providing advice to clients.

He also holds a Bachelor of Economics, Diploma of Financial Planning and is an active member of the Financial Planning Association.

Luke is passionate in supporting our clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life. His personal approach and extensive experience allows him to take the time to truly understand our client’s needs and provide them with the highest quality of service and advice.

Mario Bardella

Mario Bardella

Certified Financial Planner
Qualifications: LRS® BComm (Hons)

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Mario is a Certified Financial Planner® and Life Risk Specialist® with over 20 years’ experience in financial services, 12 of which have been spent providing personal advice to clients.

Mario also holds a Bachelor of Commerce with Honours, Advanced Diploma of Financial Planning and is a member of the Financial Planning Association of Australia.

Mario takes great pride in helping his clients achieve their aspirations. What he loves most about financial planning is that no day is ever the same because he’s privileged to work with people who have different needs. Guiding clients to make smarter money decisions and helping them stay on track to financial freedom allows Mario to play a small but meaningful role in their personal success, and this is what motivates him each and every day.

Reinald Daguio

Reinald Daguio

Senior Financial Planner
Qualifications: MCom(FP), BEcon, Adv.Dip,FS(FP), AFP®

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Reinald is a Senior Financial Adviser and has extensive experience working within the financial services industry for the past 16 years.

Reinald has completed both undergraduate and post graduate university studies. He holds a Master’s Degree in Commerce (Financial Planning), a Bachelor of Economics Degree and an Advanced Diploma of Financial Services (Financial Planning). Reinald is a FASEA equipped professional and is also an Accredited Financial Planner® who works within the highest ethical and professional standards.

Reinald is an advocate for Financial Planning and is passionate about making a positive difference to our clients overall situation as he provides support and guidance from a personal advice perspective. He finds fulfillment with assisting our clients with key decisions that help secure and grow their wealth. Through education, Reinald believes that financial advice is key to help increase financial literacy and lays a foundation to aid clients meet their overall wealth goals and objectives.

Our team

When working with Secure Wealth Advisers, we have a team of people to assist and support you going forward. Our team includes Fiona, Nicole, Joanne, Bee, Isabella and Melissa. Together, they have more than 100 years experience in the financial planning industry.

The Secure Wealth Advisers team is dedicated to making life easier for our clients. They look after all aspects of administration and client support. They deal directly with fund managers, investment companies and insurance providers on behalf of our clients.