Financial Adviser
· NORWEST, NSW
Simone Murad
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001253470
Simone Murad is a financial adviser based in Norwest, New South Wales, with 9 years of experience in the financial services industry. Simone is currently authorised under Count Financial Limited. Simone 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 Bachelor of Business (Accounting) from Swinburne University of Technology. Simone is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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
2008
Diploma of Financial Services (Financial Planning)
FINSIA
2017
Bachelor of Business (Accounting)
Swinburne University of Technology
2017
Graduate Certificate in Applied Finance
Kaplan Professional
2020
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2025
SMSF Specialist Advisor
SMSF Association