Financial Adviser
· MOONEE PONDS, VIC
Simone Theresa Anne Evans
No disciplinary history on record with ASIC
MOONEE PONDS,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267312
Simone Theresa Anne Evans is a financial adviser based in Moonee Ponds, Victoria, with 8 years of experience in the financial services industry since 2018. Simone is currently authorised under Overview Financial Services, operating through Finwell Advice. 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 Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certificate IV in Accounting
Riverina Institute of TAFE
2002
Bachelor of Business (Accounting)
Charles Sturt University
2018
Diploma of Financial Planning
Monarch Institute
2022
Advanced Diploma of Financial Planning
Monarch Institute
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan