SIMEON LEVIN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2008 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2015 - Life Risk Specialist - Professional Designations - Financial Planning Association of Australia
2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
🏢 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.