Kira Louise Simmons – Financial Adviser
Adviser identifying number: 1254185
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORSE SMSF SERVICES PTY LIMITED
Authorised Representative identifying number: 1254183
Authorised Representative’s ABN: 87618008718
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- CAANZ SMSF Specialist Advisor – CAANZ
- Chartered Accountant – CAANZ
- Diploma Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Kira Louise Simmons is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation