
Register for Access to JobMaker Hiring Credits before April 27 Since 7 October 2020, has your business created or does…
Read MoreSince 2013
In a rapidly changing environment it’s important for you to know that your wealth is being managed by a local and trusted provider. During COVID-19, we are committed to maintaining our services via phone and video conferencing to ensure you continue to receive our same great service.
Stay up-to-date with Simmons Livingstone & Associates, a proactive and forward thinking accounting and financial planning firm committed to offering a highly personalised and innovative approach to achieve your financial goals.
We tailor our services to your needs, so you have a great experience every time. Located on Gold Coast, we provide full range of services including Xero accounting.
How we can help you improve your wealth
We take care of your accounting, so you can focus on what you do best. Financials, compliance and reporting are our world.
You can be assured that you are in good hands. We aim to be your partner in success, and your confidant with decision making.
No matter how big or small your business is, Simmons Livingstone & Associates has the team and experience to get the best results possible.
Our role is to help you understand the part that super will play in your future, and therefore how you need to invest it now, to ensure you obtain great long term results.
Everyone must pay tax, but there are ways to minimise your liability. Paying for advice will save you more than your tax could cost you.
We are a gold accredited Xero practice. To further aid you in attaining financial efficiency, we provide a bookkeeping services with the use of Xero.
What We Are Writing About
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Read MoreWe understand your needs are unique and we are committed to helping you achieve financial stability and prosperity during this time. As we practice social distancing, we encourage you to call us on 1800 618 800 or to enquiry below about your financial goals.
Phone and video chat appointments are available.
Simmons Livingstone & Associates have been an incredible support for our business through a major growth period. They help with all areas of our daily accounting, as well as planning and reporting.
Action Smart Group
Trying to find the time each week to sit down to do our bookkeeping was getting more and more difficult and trying to figure out the complexities of bookkeeping programs was getting ever more stressful and confusing..
Rachel Smith, Client
Tom has given me advice in areas including super fund structuring, process to retirement and maximising my investments. Tom was always able to explain things to me in a clear way. Through Tom’s knowledge and experience, I feel very confident that the advice given was right for my needs. Tom always goes over and above to give me full care and attention when I need it. I am so appreciative and thankful that I have Tom to advise me.
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Mark holds an Advanced Diploma in Financial Planning and is currently undertaking university studies in Financial Planning.
He has 15 years’ experience in the Financial Services profession, building his experience through previous roles working for a major bank, national accounting firm and stockbroking firm.
Mark is experienced in providing tailored personal advice, including personal insurance, superannuation, wealth creation, investment portfolio construction, retirement planning, social security and estate planning.
Mark’s focus is on providing his clients with personalised advice tailored to improve their overall financial wellbeing.
Mark enjoys spending time with his young family, is a keen sportsman – an avid touch football player (both state and national representative) and played rugby league, cricket, basketball and soccer in his youth but is now a self-proclaimed armchair expert.
Amelia holds a Diploma of Financial Planning, Bachelor of Business and Bachelor of Psychology.
For over two years, Amelia has been heavily involved in completing research and providing the financial modelling that is included in the Statement of Advice presented to clients.
One of her main responsibilities as a Paraplanner at Simmons Livingstone & Associates is to ensure the financial advice presented to clients is in line with ASIC and licensee standards.
Amelia hopes to continue growing within her role and ensuring each client is well looked after.
When Amelia is not hard at work, she loves staying active and spending time outdoors with her husband and two German Shepherds. She is also currently in training for a triathlon and is broadening her horizons by getting involved in Muay Thai training.
Ted began his career by studying the Bachelor of Commerce and subsequently his Diploma of Financial Planning and completing his FASEA Financial Planner Exam.
Beginning his career working at one of the big 4 banks in Australia, Ted worked in the Financial Advice industry since 2015 before moving to the financial planning arm of a multinational insurance company.
Since working as a paraplanner as well as directly as an Adviser at Simmons Livingstone & Associates, Ted has developed strong technical knowledge of tax planning, investment management, wealth protection and investment structuring.
He plans to continue working closely with his fellow advisers to help create advice that will help to optimise his client’s situations and ensure that they are on the right path for the future.
Ted likes to spend his spare time at the beach or hinterland with his wife and daughter.
Jess began her career by studying the Bachelor of Business majoring in Financial Planning and subsequent certificates in Business Administration.
Jess’ passion for Financial Planning sparked when she was working as a Sole Practitioner Adviser and later within a client service role.
Since then, Jess has been a vital part of our Newcastle office and is well-renowned among our clients for her thoughtful assistance, professional relationships and her depth of financial knowledge.
When Jess looks to the future, she hopes to continue developing her skills and progress towards the strategy side of financial advice.
Jess is married with three children, and spends most of her spare time with her family. She also enjoys treating herself from time to time and going out on a shopping spree.