Katheryn Simpson
Financial Adviser in Wyong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231408
- Location
- Wyong NSW 2259
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2020
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, The University of Newcastle (2001); Certified Practising Accountant, CPA Australia (2005); Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Planning, International Institute of Technology (2013); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Katheryn Simpson
On the Financial Advisers Register kept by ASIC, Katheryn Simpson appears as a current financial adviser in Wyong, New South Wales, adviser number 000231408.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 1 July 2020.
The register records 2000 as the year Katheryn first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Newcastle, 2001), Certified Practising Accountant (CPA Australia, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: CPA Australia (CPA) and SMSF Association – SMSF Specialist Advisor (SSA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Katheryn Simpson a registered financial adviser?
Yes. Katheryn Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231408.
Which licensee does Katheryn Simpson work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Katheryn Simpson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.