Kay Maree Simpson – Financial Adviser

Adviser identifying number: 447283
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence number: 238244
Licensee’s ABN: 51060092631
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD

The date the Financial Adviser commenced the appointment: 10/01/2003
The date the Financial Adviser ceased the appointment: 14/10/2013
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Diploma of Financial Planning – Financial Planning Association (FPA)
  • Graduate Certificate in Applied Finance – Charles Sturt University (CSU)
  • Master of Applied Finance – Charles Sturt University (CSU)

Relevant memberships of professional bodies or industry associations:

  • AFP – Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

Kay Maree Simpson is authorised to provide advices on following products: