Kay Maree Simpson
Financial Adviser in Lismore, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000447283
- Location
- Lismore NSW 2480
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 October 2018
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Graduate Certificate in Applied Finance, Charles Sturt University (CSU) (2011); Master of Applied Finance, Charles Sturt University (CSU) (2012); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2014); Self-Managed Superannuation Funds accreditation, Kaplan Professional (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kay Maree Simpson
Kay Maree Simpson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lismore, New South Wales (adviser number 000447283).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 7 October 2018.
The register records 2001 as the year Kay first provided financial advice. The qualifications listed for Kay include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005), Graduate Certificate in Applied Finance (Charles Sturt University (CSU), 2011) and Master of Applied Finance (Charles Sturt University (CSU), 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kay Maree Simpson a registered financial adviser?
Yes. Kay Maree Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000447283.
Which licensee does Kay Maree Simpson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Kay Maree 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.