SIMON ALAN REED

Financial Adviser ยท Fotitude Valley, QLD

Registered

Registration Number

000259428

Registration Status

Registered

Location

Fotitude Valley, QLD 4006

Providing Advice Since

2001

Registration Date

10/03/2004

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1985 - Diploma of Education - - University of New England
1989 - Graduate Diploma in Applied Finance - - Securities Institute of Australia
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

๐Ÿข Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

โ„น๏ธ 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.