SAMUEL JOHN SIMPSON
Financial Adviser · Concord, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce - - Murdoch University
2012 - Advanced Diploma of Financial Services - - Kaplan Professional
2013 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.