Financial Adviser
· MELBOURNE, VIC
Elisa Evelyn Simpson
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250897
Elisa Evelyn Simpson is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Elisa is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. Elisa 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 Kaplan Higher Education Pty Limited.
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
1994
Associate Diploma of Business (Accounting)
Holmesglen Institute of TAFE
2010
Certificate IV in Financial Services
Australian and New Zealand Institute of Insurance and Finance
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Master of Applied Finance
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register