Financial Adviser · LISMORE, NSW

Kay Maree Simpson

LISMORE, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000447283

Currently at

Connect Financial Planning Services

Melbourne, VIC (firm address)

View firm profile

About Kay Maree Simpson

Kay Maree Simpson is a financial adviser based in Lismore, New South Wales, with 25 years of experience in the financial services industry since 2001. Kay is currently authorised under Capstone Financial Planning, operating through Connect Financial Planning Services. Kay holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kay's qualifications include a Master of Applied Finance from Charles Sturt University (CSU). Kay is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2011

Graduate Certificate in Applied Finance

Charles Sturt University (CSU)

2012

Master of Applied Finance

Charles Sturt University (CSU)

2014

Accredited Listed Product Adviser Program (ALPA)

Kaplan Professional

2014

Self-Managed Superannuation Funds accreditation

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Oct 2018 - Present Current

Capstone Financial Planning Pty Ltd

Apr 2018 - Oct 2018 Ceased

Akumin Financial Planning Pty Limited

Oct 2013 - Apr 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Specialised Private Capital Wholesale Pty Ltd

Jan 2003 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register