SIMON COOPER
Financial Adviser · Varsity Lakes, QLD
📚 Qualifications & Training
2015 - Diploma in Financial Services - - Monarch
2021 - Tax (Financial) Adviser course - Other - Monarch Institute
2022 - Advanced Diploma in Financial PLanning - Advanced Diploma (AQF 6) - Monarch Institute
2022 - SMSF - Other - Monarch Institute
2023 - SMSF Specialist Course - Other - LYTG
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.