Financial Adviser
· WYONG, NSW
Katheryn Simpson
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231408
Katheryn Simpson is a financial adviser based in Wyong, New South Wales, with 26 years of experience in the financial services industry. Katheryn is currently authorised under Lifespan Financial Planning Pty Ltd. Katheryn 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 Commerce from The University of Newcastle. Katheryn is a member of CPA Australia (CPA) and SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
The University of Newcastle
2005
Certified Practising Accountant
CPA Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
Diploma of Financial Planning
International Institute of Technology
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register