SIMONE LOUISE MARSHALL
Financial Adviser · Seven Hills, NSW
📚 Qualifications & Training
2007 - Bachelor Commerce - Bachelor Degree (AQF 7) - University of Western Sydney
2009 - Chartered Accountants Program - Professional Designations - ICAA
2016 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.