SIMON BRIGGS

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001000814

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2003

Registration Date

06/06/2017

Financial Services Licensee

KEEP WEALTH PARTNERS PTY LTD

Licence #000494858

πŸ“š Qualifications & Training

1997 - Bachelor of Economics (Hons) - - University of Wales
2000 - Financial Planning Certificate - - Chartered Insurance Institute (UK)
2005 - 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.