Financial Adviser
· MELBOURNE, VIC
Simone Mcmullin
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236350
Simone Mcmullin is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Simone is currently authorised under Annex Wealth Advisory. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone's qualifications include a CFP from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: margin lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachlor of Arts Honours
University of Melbourne
2002
Graduate Dirploma of Financial Planning
Securities Institute of Australia
2013
CFP
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
margin lending
APOGEE FINANCIAL PLANNING PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register