MARNI ALANA SIMPSON
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2006 - Bachelor of Communication - Bachelor Degree (AQF 7) - Monash University
2006 - Bachelor of Tourism - Bachelor Degree (AQF 7) - Monash University
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Planning Pty Ltd
2018 - SuperConcepts & ICFS Specialist SMSF course - Certificate (AQF 1-4) - The University of Adelaide
2022 - Economic and Legal Context for Financial Planning FPC001B - Other - Kaplan Professional
2023 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.