Simone McMullin
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236350
- Location
- Melbourne VIC 3000
- Licensee
- Annex Wealth Advisory Pty Ltd (AFSL 504681)
- Authorised since
- 16 July 2020
- First provided advice
- 2003
- Qualifications
- Bachlor of Arts Honours, University of Melbourne (1997); Graduate Dirploma of Financial Planning, Securities Institute of Australia (2002); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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
- Restriction
- margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simone McMullin
Simone McMullin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001236350).
The licensee Simone advises under is Annex Wealth Advisory Pty Ltd (AFS licence 504681). The current authorisation started on 16 July 2020.
The register records 2003 as the year Simone first provided financial advice. Qualifications and training on file include Bachlor of Arts Honours (University of Melbourne, 1997), Graduate Dirploma of Financial Planning (Securities Institute of Australia, 2002) and Ethics and Professionalism in Financial Advice (Kaplan, 2020).
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.
A further restriction is recorded on the register: “margin lending.”
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Questions people ask
Is Simone McMullin a registered financial adviser?
Yes. Simone McMullin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236350.
Which licensee does Simone McMullin work under?
Annex Wealth Advisory Pty Ltd, Australian financial services licence 504681.
What can Simone McMullin 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. It also records this restriction: "margin lending."