SIMON CURTAIN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (FINSIA)
2009 - Certfied Financial Planner (CFP) - Professional Designations - Financial Advice Association of Australia
2011 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2011 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.