SIMON ANDREW ROHEAD
Financial Adviser · Wheelers Hill, VIC
📚 Qualifications & Training
1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
1997 - Honours Degree of Bachelor of Economics - Bachelor Honours Degree (AQF 8) - Monash University
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2010 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional
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.