KAMER SIMSEK

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000327624

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2008

Registration Date

05/08/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

πŸ“š Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2010 - ASX Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional

🏒 Professional Memberships

Institute of Public Accountants (IPA)

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.