Financial Adviser
· LISMORE, NSW
Kay Maree Simpson
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000447283
Kay Maree Simpson is a financial adviser based in Lismore, New South Wales, with 25 years of experience in the financial services industry. Kay is currently authorised under Capstone Financial Planning Pty Ltd. Kay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Charles Sturt University (CSU). Kay is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Graduate Certificate in Applied Finance
Charles Sturt University (CSU)
2012
Master of Applied Finance
Charles Sturt University (CSU)
2014
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2014
Self-Managed Superannuation Funds accreditation
Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register