SIMON CLARK THOMPSON
Financial Adviser · Glen Iris, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2009 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2011 - Self Managed Superannuation Association of Australia Specialist Accreditation - Professional Designations - SPAA
2019 - Ethics and Professialism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
SMSF Association
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.