Kay Maree Simpson
CONNECT FINANCIAL PLANNING SERVICES PTY LTD · Lismore NSW 2480 · Advising since 2001
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000447283
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative CONNECT FINANCIAL PLANNING SERVICES PTY LTD (no. 001263442)Since 7 October 2018
- Principal business address
- Lismore NSW 2480
- First year providing advice
- 2001
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2018 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative CONNECT FINANCIAL PLANNING SERVICES PTY LTD (no. 001263442)
- CEASEDApr 2018 – Oct 2018CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative GEKA PTY LTD (no. 001263389)
- CEASEDOct 2013 – Apr 2018AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJan 2003 – Oct 2013SPECIALISED PRIVATE CAPITAL WHOLESALE PTY LTD · AFSL 238244
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional · 2014
Self-Managed Superannuation Funds accreditation
Kaplan Professional · 2014
Master of Applied Finance
Charles Sturt University (CSU) · 2012
Graduate Certificate in Applied Finance
Charles Sturt University (CSU) · 2011
Diploma of Financial Planning
Financial Planning Association of Australia (FPA) · 2005
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Kay Maree Simpson claims the profile.
Reviews
Not yet reviewed
No client has reviewed Kay Maree Simpson on Souffle yet.
Contacting Kay Maree Simpson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CONNECT FINANCIAL PLANNING SERVICES PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Kay Maree Simpson claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.