RENEE GWENDOLINE SIMPSON
Financial Adviser · Port Lincoln, SA
📚 Qualifications & Training
2000 - Bachelor of Commerce - - University of South Australia
2006 - Diploma of Financial Services (Financial Planning) - - Finsia
🏢 Professional Memberships
Institute of Chartered Accountants
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.