MALCOLM SIMPSON
Financial Adviser · Glenelg, SA
📚 Qualifications & Training
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education
2013 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
2015 - Self Managed Superannuation Funds Course - Other - AAMC Training Group
🏢 Professional Memberships
Certfied Financial Planner (CFP) of the Financial Planning Association of Australia
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.