Financial Adviser · MELBOURNE, VIC

Simone Murray

MELBOURNE, VIC
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000267394
Currently at
Burnie, TAS (firm address)

Simone Murray is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Simone is currently authorised under Fyg Planners, operating through Rasiah Private. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone's 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

Jun 2021 - Present Current
Jan 2020 - Jun 2021 Ceased
Jan 2019 - Apr 2019 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jul 2011 - Sep 2017 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register