Renee Gwendoline Simpson
Financial Adviser in Port Lincoln, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000281122
- Location
- Port Lincoln SA 5606
- Licensee
- Provident Strategies Pty Ltd (AFSL 447616)
- Authorised since
- 1 May 2017
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of South Australia (2000); Diploma of Financial Services (Financial Planning), Finsia (2006)
- Memberships
- Institute of Chartered Accountants
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Renee Gwendoline Simpson
Renee Gwendoline Simpson is a financial adviser in Port Lincoln, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000281122.
The licensee Renee advises under is Provident Strategies Pty Ltd (AFS licence 447616). That authorisation dates from 1 May 2017.
According to the register, Renee first provided financial advice in 2004. The qualifications listed for Renee include Bachelor of Commerce (University of South Australia, 2000) and Diploma of Financial Services (Financial Planning) (Finsia, 2006). Renee is recorded as a member of Institute of Chartered Accountants.
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Renee Gwendoline Simpson a registered financial adviser?
Yes. Renee Gwendoline Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281122.
Which licensee does Renee Gwendoline Simpson work under?
Provident Strategies Pty Ltd, Australian financial services licence 447616.
What can Renee Gwendoline Simpson give advice on?
The register lists these advice areas: self-managed superannuation funds.