Financial Adviser
· SEVEN HILLS, NSW
Simone Louise Marshall
No disciplinary history on record with ASIC
SEVEN HILLS,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265451
Simone Louise Marshall is a financial adviser based in Seven Hills, New South Wales, with 9 years of experience in the financial services industry since 2017. Simone is currently authorised under Accountancy In The Hills. Simone holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Simone's qualifications include a Bachelor Commerce from University of Western Sydney. Simone is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor Commerce
University of Western Sydney
2009
Chartered Accountants Program
ICAA
2016
Diploma Financial Planning
Kaplan