KAY MAREE SIMPSON (Adviser# 000447283) 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 18, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KAY MAREE SIMPSON |
| Adviser Number | 000447283 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000223135 CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 24093733969 |
| Adviser Start Date | 2018-04-18 |
| Appointing Representative Name | GEKA PTY LTD |
| Appointing Representative Number | 001263389 |
| Appointing Representative ABN | 18625157431 |
| Memberships | Financial Planner AFP (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program (ALPA) | Kaplan Professional |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Graduate Certificate in Applied Finance | Charles Sturt University (CSU) |
| Master of Applied Finance | Charles Sturt University (CSU) |
| Self-Managed Superannuation Funds accreditation | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2018-04-18 - | GEKA PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2013-10-14 - 2018-04-06 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000238244 |
CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD |
2003-01-10 - 2013-10-14 |
| Licence Name | CAPSTONE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000223135 |
| Licence ABN | 24093733969 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BENJAMIN ROBERT JAMES ANDERSON | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| BRETT DAVID GRAHAM | Capstone Financial Planning Pty Ltd | Current | 2018-08-03 |
| ROHAN BENSTEAD | Capstone Financial Planning Pty Ltd | Current | 2018-07-26 |
| PATRICIA LOUISE HALE | Capstone Financial Planning Pty Ltd | Current | 2018-07-16 |
| MAYA JAYARAJAN | Capstone Financial Planning Pty Ltd | Current | 2018-07-15 |
| JOHN PATRICK ATHY | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| ELIZABETH HATTON | Capstone Financial Planning Pty Ltd | Current | 2018-07-07 |
| NEIL JAMES RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KIRSTY ELIZABETH RISPIN | Capstone Financial Planning Pty Ltd | Current | 2018-07-02 |
| KATRINA GAY | Capstone Financial Planning Pty Ltd | Current | 2018-07-01 |
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| 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.