About us
Meet Simon Pederson, your Sunshine Coast Retirement Advisor at Sunlit Path. We turn nest eggs into reliable income for a rewarding, carefree retirement.
Meet Simon Thomas Pederson
Founder and Lead Retirement Strategist
Hi, I’m Simon Pederson, a financial adviser and retirement specialist based on Queensland’s Sunshine Coast.
For close to 20 years, I’ve had the privilege of helping people achieve the retirement they’ve always dreamed of.
I love my job.
It’s the best feeling telling my clients they’ve made the finish line. And I can’t get enough of hearing about the lifestyle that unlocks for them – the snapper they landed off the coast of Mooloolaba, the incredible pilgrimage they just completed in Spain, their new favourite place to sip a coffee and people watch. It’s the sparkle in their eyes and the lightness in their step. You just can’t beat it.
Here’s why my clients partner with me for their golden years:
- Top-notch qualifications and experience
- First-class service
- Here for the long haul
- Capped number of families
- Understand the big picture
- Passion to help
Top-notch qualifications and experience
With a Master of Finance, a Bachelor of Business (Financial Planning) and nearly two decades of experience under my belt, your hard-earned nest egg is in safe hands.
I haven’t just studied finance; I’ve lived it alongside my clients through booms, busts and everything in between.
I go beyond financial advice for the masses to provide proven expertise in the retirement space.
I’m also a proud member of the Financial Advice Association Australia (FAAA) and meet all Financial Adviser Standards and Ethics Authority (FASEA) professional standards, ensuring the advice you receive is high‑quality, ethical and up-to-date.
First-class service
We’re not a big firm – and that’s how we like it.
When you call, you speak directly with me. I know your situation, your family, your goals.
No getting palmed off to other staff. No explaining yourself repeatedly. No getting lost in the system.
Here for the long haul
The average financial adviser changes jobs every 2 to 3 years. Your retirement lasts 20 to 30 years.
I’ll be your planner for as long as you and your family need me in the decades to come.
Capped number of families
I cap my practice because that’s how many families I can genuinely serve well. Yes, I’d probably be a lot wealthier if I dropped my standards, but that’s not why I continue to be an adviser!
Having spent almost 17 years working within one of Australia’s largest wealth management and superannuation providers, I’ve experienced the pros and cons of big institutions first hand and shared in many successes. I am truly thankful for my time there, but it is refreshing to run my own business and be free to provide first-class service to clients.
You are not another number at Sunlit Path and I look forward to building a close, mutually beneficial relationship where we can succeed together.
Understand the big picture
Retirement planning isn’t just about your super balance. It’s about your health, your daily routine, your social life, your sense of purpose. Together, we improve all of it.
That’s what we call the Path to Prosperity.
Passion to help
Growing up in regional New South Wales, money issues seemed to be a constant source of pain for my parents trying to raise three kids. It wasn’t easy, but we made the most of what we had.
I did what I could to carve out a better path in life: selling mangoes from a makeshift stall as a kid, picking avocados on a farm when I was 13, and working in and managing supermarket departments in my teens and early 20s while studying. Those humble beginnings steeled my resolve to live a comfortable lifestyle and help others to do the same.
I am living proof that it doesn’t matter what your starting point is. Hard work, commitment and tenacity can solve most problems in life. I now have a young family and have gained a whole new understanding of what life means.
I am truly appreciative of being in a position to serve and hear the life story of others – maybe even help it have a happy ending. Each of us has a story and it is truly special to share the journey with my clients.
Reviews about Simon Pederson
Simon Pederson is the founder and lead retirement strategist of Sunlit Path Retirement Partners. Simon is a Platinum-rated advisor, putting him in the top 2% of financial advisers in Australia.
Verified 4.92-Star Rating for Simon Pederson