SIMON ALLANSON
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2001 - Bachelor of Finance - - University of Adelaide
2004 - Graduate Diploma of Applied Finance and Investment - - Securities Institute
2007 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2010 - Certified Financial Planner - - Financial Planning Association of Australia
🏢 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.