GRANT DAVID SIMPSON
Financial Adviser · Mona Vale, NSW
📚 Qualifications & Training
2002 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide / Super Concepts
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.