Financial Adviser - Kay Simpson

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I have been working in various roles within the financial planning industry since 1997. I first became an authorised representative in 2001 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.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Growing Assets
Wills & Estates
Budgeting

Kay’s fee for the preparation of a Statement of Advice and other Advice documents will vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the commencement of any work. Kay provides the option of ongoing reporting and advisory services. You will be notified of the cost involved prior to the commencement of any ongoing services. Connect Financial Planning Services operates on a fee for service basis, meaning costs for advice directly relate to the complexity and time taken for the advice and is not calculated as a % of funds under advice or influenced by the products recommended.