Financial Adviser · MELBOURNE, VIC

Simone Megan Vasnaik

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001306557

Simone Megan Vasnaik is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. Simone is currently authorised under Verse Wealth Licensee Services Pty Ltd. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone holds a Bachelor of Commerce from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation excluding SMSF's and LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

2019
Bachelor of Commerce
Deakin University

Registration History

Oct 2024 - Present Current
Superannuation excluding SMSF's and LRBA's
Apr 2024 - Sep 2024 Ceased
Excluding SMSF's and LRBA's.
Oct 2023 - Sep 2024 Ceased
Excluding SMSF's and LRBA's.

Source: ASIC Financial Advisers Register