SIMON BARWICK
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - - The University of Southern Queensland
2005 - Diploma of Financial Services - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan
2015 - RG146 Licensing Compliance: Self-Managed Superannuation Funds - - Financial Education Professionals Pty Ltd
2018 - Advanced Diploma of Financial Planning (FNS60415) - Advanced Diploma (AQF 6) - Monarch Institute
🏢 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.