The Financial Planning Association of Australia The Financial Planning Association of Australia

Kay Simpson, AFP®


Name Kay Simpson, AFP®
Company Connect Financial Planning Services
Address 7 Carrington Street
Lismore, NSW 2480
Phone 02 66225292
Email [email protected]
Website http://www.connecta.com.au/financial-planning

I have been working in various roles within the financial planning industry since 1997. I first became an authorised representative in 2003 and since then I have been assisting clients to develop plans to achieve their financial and life goals.
My aim is to provide guidance, education and support so that clients can make informed choices about their money and manage risk.
I specialise in preparing clients for retirement and beyond with tailored personal financial advice. I also understand the complexities of Centrelink, aged care and estate planning. I have extensive experience and knowledge in relation to self managed super funds, including initial set up, investment strategies, compliance requirements, contributions and pensions.
I have a Diploma of Financial Planning (Deakin University) and Master of Applied Finance - Financial Planning (Charles Sturt University).
In my spare time I enjoy camping, four wheel driving, volunteering with junior basketball and relaxing with my husband & two daughters.

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