Marni Simpson
Financial Adviser
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About
Marni Simpson is an ASIC-registered financial adviser based in Mornington, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and personalized strategies. Marni holds a Bachelor of Communication and a Bachelor of Tourism from Monash University (2006), a Diploma of Financial Services (Financial Planning) from AMP Financial Planning Pty Ltd (2008), and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). Further specialist training includes the SuperConcepts & ICFS Specialist SMSF course from The University of Adelaide (2018) and ongoing professional development, ensuring she provides the most up-to-date and relevant advice. With comprehensive authorizations, Marni provides expert advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marni today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Marni Simpson offer?
Marni Simpson provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Marni Simpson have?
Marni Simpson holds a Bachelor of Communication and a Bachelor of Tourism from Monash University, a Diploma of Financial Services (Financial Planning) from AMP Financial Planning Pty Ltd, a SuperConcepts & ICFS Specialist SMSF course from The University of Adelaide, and a Graduate Diploma of Financial Planning from Kaplan Professional.
What can I expect during my first consultation with Marni?
During your first consultation, Marni will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.
How can Marni help me plan for retirement?
Marni can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and investment strategies to ensure a comfortable and secure retirement.
Is Marni Simpson qualified to provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Marni has completed the SuperConcepts & ICFS Specialist SMSF course from The University of Adelaide and is qualified to provide advice on SMSFs.
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