Simone Louise Marshall
Financial Adviser in Seven Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265451
- Location
- Seven Hills NSW 2147
- Licensee
- Accountancy in the Hills Pty Ltd (AFSL 489111)
- Authorised since
- 13 April 2017
- First provided advice
- 2017
- Qualifications
- Bachelor Commerce, University of Western Sydney (2007); Chartered Accountants Program, ICAA (2009); Diploma Financial Planning, Kaplan (2016)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Simone Louise Marshall
On the Financial Advisers Register kept by ASIC, Simone Louise Marshall appears as a current financial adviser in Seven Hills, New South Wales, adviser number 001265451.
Advice is given under the Australian financial services licence of Accountancy in the Hills Pty Ltd, licence number 489111. That authorisation dates from 13 April 2017.
The register records 2017 as the year Simone first provided financial advice. The qualifications listed for Simone include Bachelor Commerce (University of Western Sydney, 2007), Chartered Accountants Program (ICAA, 2009) and Diploma Financial Planning (Kaplan, 2016). Simone is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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 Simone Louise Marshall a registered financial adviser?
Yes. Simone Louise Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265451.
Which licensee does Simone Louise Marshall work under?
Accountancy in the Hills Pty Ltd, Australian financial services licence 489111.
What can Simone Louise Marshall give advice on?
The register lists these advice areas: self-managed superannuation funds.