SIMON CHARLES CARRIE
Financial Adviser · Toowoomba City, QLD
📚 Qualifications & Training
2004 - Investment Planning 2 - - Tribeca
2004 - Taxation Planning - - Tribeca
2005 - Policy Statement 146 Knowledge Assessment - - Tribeca
2017 - The Strategic Advice Steps for Aged Care - - Aged Care Steps
2018 - ASX Listed Products Accreditation - - LPAC Online
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.