SIMON CLARK MONTGOMERY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending and Geared Investments - - Kaplan
2013 - Self Managed Superannuation Fund - - Kaplan
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2019 - Tier 1 Securities and Managed Investments - Other - Kaplan Education Pty Ltd
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.