Welcome
Hood Advisory provides forward‑thinking financial advice built around your goals and your future. Through strong relationships and tailored strategies, we help Australians make smarter financial decisions and achieve lasting financial confidence.
About HOOD ADVISORY
Our mission
We believe that smart financial planning isn't about complexity — it's about clarity. Our approach is to simplify the complex, coordinate across all areas of your financial life, and deliver strategies that work.
Our Services
Wealth Creation
Superannuation & Retirement
Investment Planning
We develop strategic, tailored wealth solutions aligned to your future goals, including education funding, family security, and sustainable passive income. Our approach balances growth with asset protection, structure, and disciplined planning, helping preserve and strengthen your financial position through life’s changes with confidence and resilience.
Investment Planning
Superannuation & Retirement
Investment Planning
Understanding the right investments starts with understanding you. We take the time to assess your personal goals, timeframes, and investment risk profile to ensure your strategy aligns with both your comfort level and long‑term direction. By matching appropriate investments to your risk tolerance, we help you pursue growth with confidence, manage uncertainty, and remain focused through changing market conditions, keeping your investment strategy purposeful, strategic, and aligned with your financial future.
Superannuation & Retirement
Superannuation & Retirement
Superannuation & Retirement
We help you maximise your superannuation both before and after retirement. Through tax‑efficient planning, including salary sacrifice and other effective contribution strategies, we focus on building long‑term retirement wealth and creating a sustainable, reliable income stream, so you can retire with confidence and enjoy a financially secure and fulfilling retirement.
Cashflow & Debt Management
Cashflow & Debt Management
Superannuation & Retirement
We help you stay in the driver’s seat of your cashflow, giving you greater clarity and control so you can live your life with confidence. By understanding your needs, managing debt effectively, and using equity where appropriate, we support strategies that reduce debt sooner, improve cashflow flexibility, and create a stronger financial foundation for the future.
Personal Risk Insurance
Cashflow & Debt Management
Personal Risk Insurance
Personal risk insurance helps protect you and your family from the financial impact of unexpected life events or health challenges that may temporarily or permanently take you out of the workforce. By protecting your income, providing lump‑sum support during serious illness, or creating a lasting legacy to clear debt, fund education, and support ongoing income, we help secure your family’s future when it matters most.
Estate Planning
Cashflow & Debt Management
Personal Risk Insurance
Estate planning ensures your wishes are carried out and your loved ones are protected when life changes. We help you plan for the effective management of your estate, provide protection for vulnerable beneficiaries, and structure outcomes to achieve the best possible financial result. Working alongside trusted legal and professional advisers, we support a smooth transition and lasting peace of mind for your family.
Meet The Team
Mitch Hood
Simone Richardson
Simone Richardson
Senior Financial Adviser
Mitch commenced his financial advice career in 2003 and is a trusted senior financial adviser known for delivering practical, solutions focused financial planning. His approach is grounded in helping clients clearly understand their financial position, starting with cashflow, and building sustainable wealth thro
Senior Financial Adviser
Mitch commenced his financial advice career in 2003 and is a trusted senior financial adviser known for delivering practical, solutions focused financial planning. His approach is grounded in helping clients clearly understand their financial position, starting with cashflow, and building sustainable wealth through disciplined and strategic investment decisions aligned to their personal circumstances at every stage, from wealth accumulation through to retirement.
A core part of Mitch’s advice focuses on protecting wealth as it is built. Asset protection is achieved through appropriate structuring and the considered use of personal risk insurance, helping safeguard families and provide continuity for businesses when life does not go to plan.
Driven by each client’s goals, Mitch provides advice focused on clarity, structure, and long term outcomes. Strategies are designed to prepare for uncertainty, with contingency planning forming a key part of the advice process, ensuring clients remain on track even when unexpected challenges arise.
Known for making the complex simple, Mitch provides clients with greater control and confidence in their financial decisions. His advice style is collaborative and relationship driven, delivering the clarity, reassurance, and trusted partnership clients seek from their adviser.
Simone Richardson
Simone Richardson
Simone Richardson
Senior Financial Adviser
Simone is a CFP professional who started working in the financial service industry in 1997 and has been a financial planner since 2003. After 22 years with Nestworth Financial Solutions Pty Ltd, Simone joined her brother in Hood Advisory Pty Ltd in April 2026 - a family practice dedicated to give Australians trus
Senior Financial Adviser
Simone is a CFP professional who started working in the financial service industry in 1997 and has been a financial planner since 2003. After 22 years with Nestworth Financial Solutions Pty Ltd, Simone joined her brother in Hood Advisory Pty Ltd in April 2026 - a family practice dedicated to give Australians trusted advice for life's financial journey. Simone has a wealth of experience in helping people achieve their goals with clarity and confidence so they can make informed financial choices in their best interest. She works closely with people at all stages of life, to understand what's important to them, offering practical advice and strategies to suit their goals and lifestyle needs.
Simone is a senior adviser, professional sounding board and accountability partner, you want in your corner - and people trust her to guide them on their life journey.
Britney Taverna
Britney Taverna
Britney Taverna
Advice Support Manager
Providing dedicated assistance to the advice team and helping deliver a smooth client experience. Known for her empathy and drive, she brings a high standard of care to every task.
Outside of work, Britney enjoys reading, the gym, cooking, and indulging in froyo. A committed pasta enthusiast, she happily embraces gr
Advice Support Manager
Providing dedicated assistance to the advice team and helping deliver a smooth client experience. Known for her empathy and drive, she brings a high standard of care to every task.
Outside of work, Britney enjoys reading, the gym, cooking, and indulging in froyo. A committed pasta enthusiast, she happily embraces great food without counting calories.
With aspirations to become a Financial Adviser, Britney is motivated by continuous learning, personal growth, and a strong commitment to achieving her professional goals.
Noreen Cena
Britney Taverna
Britney Taverna
Client Service Manager
Noreen is our Client Service Manager, dedicated to creating a smooth and supportive experience for every client. With a warm, client-firstfirst approach, she ensures people feel welcomed, informed, and confident from the very beginning of their journey with us.
Outside of work, Noreen enjoys spending time with her fa
Client Service Manager
Noreen is our Client Service Manager, dedicated to creating a smooth and supportive experience for every client. With a warm, client-firstfirst approach, she ensures people feel welcomed, informed, and confident from the very beginning of their journey with us.
Outside of work, Noreen enjoys spending time with her family, relaxing at the beach, and making the most of the outdoors.
Hood Advisory Pty Ltd and its advisers are Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL No 357306