SIMONE LOUISE MARSHALL

Licensee: ACCOUNTANCY IN THE HILLS PTY LTD

SIMONE LOUISE MARSHALL (Adviser# 001265451) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 13, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMONE LOUISE MARSHALL
Adviser Number 001265451
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 40393380161
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000489111
ACCOUNTANCY IN THE HILLS PTY LTD
Licence Controlled By Simone Louise MARSHALL
Adviser Start Date 2017-04-13
Appointing Representative Name ACCOUNTANCY IN THE HILLS PTY LTD
Appointing Representative Number 000489111
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • SIMONE LOUISE MARSHALL
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Commerce University of Western Sydney
Chartered Accountants Program ICAA
Dipolma Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489111 ACCOUNTANCY IN THE HILLS PTY LTD
Licence controlled by: Simone Louise MARSHALL
2017-04-13 - ACCOUNTANCY IN THE HILLS PTY LTD

Licensee Information

Licence Name ACCOUNTANCY IN THE HILLS PTY LTD
Licence Number 000489111

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.