Marni Alana Simpson
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323960
- Location
- Mornington VIC 3938
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 2 July 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Communication, Monash University (2006); Bachelor of Tourism, Monash University (2006); Diploma of Financial Services (Financial Planning), AMP Financial Planning Pty Ltd (2008); SuperConcepts & ICFS Specialist SMSF course, The University of Adelaide (2018); Economic and Legal Context for Financial Planning FPC001B, Kaplan Professional (2022); FPC006 Taxation for Financial Planning, Kaplan Professional (2023); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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 Marni Alana Simpson
On the Financial Advisers Register kept by ASIC, Marni Alana Simpson appears as a current financial adviser in Mornington, Victoria, adviser number 000323960.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 2 July 2022.
According to the register, Marni first provided financial advice in 2008. The qualifications listed for Marni include Bachelor of Communication (Monash University, 2006), Bachelor of Tourism (Monash University, 2006) and Diploma of Financial Services (Financial Planning) (AMP Financial Planning Pty Ltd, 2008).
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 Marni Alana Simpson a registered financial adviser?
Yes. Marni Alana Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323960.
Which licensee does Marni Alana Simpson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Marni Alana 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.