SIMON ANDREW REID
Financial Adviser · Grafton, NSW
📚 Qualifications & Training
2006 - Diploma Financial Services (Financial Planning) - - Tribeca
2007 - Accredited Derivatives Adviser LEVEL ONE - - Kaplan
2012 - Self Managed Super Funds - - Kaplan
2013 - Advanced Diploma Financial Planning - - Kaplan
2016 - Accredited Listed Product Adviser Program - - 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.