Financial Adviser
· MORNINGTON, VIC
Marni Alana Simpson
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323960
Marni Alana Simpson is a financial adviser based in Mornington, Victoria, with 18 years of experience in the financial services industry. Marni is currently authorised under Capstone Financial Planning Pty Ltd. Marni 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 Communication from Monash University.
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
2006
Bachelor of Communication
Monash University
2006
Bachelor of Tourism
Monash University
2008
Diploma of Financial Services (Financial Planning)
AMP Financial Planning Pty Ltd
2018
SuperConcepts & ICFS Specialist SMSF course
The University of Adelaide
2022
Economic and Legal Context for Financial Planning FPC001B
Kaplan Professional
2023
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register