KAY MAREE SIMPSON
Financial Adviser · Lismore, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
2011 - Graduate Certificate in Applied Finance - - Charles Sturt University (CSU)
2012 - Master of Applied Finance - - Charles Sturt University (CSU)
2014 - Accredited Listed Product Adviser Program (ALPA) - - Kaplan Professional
2014 - Self-Managed Superannuation Funds accreditation - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.