SIMONE MURRAY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Ballarat
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2012 - ASX Listed Products Accreditation Course - - LPAC Online
2019 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.