Financial Adviser
· MELBOURNE, VIC
Simone Murray
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267394
Simone Murray is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Simone is currently authorised under Fyg Planners 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). Their qualifications include a Bachelor of Business (Accounting) from University of Ballarat. Simone is a member of CPA Australia (CPA).
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
1994
Bachelor of Business (Accounting)
University of Ballarat
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
ASX Listed Products Accreditation Course
LPAC Online
2019
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register