SIMON GEORGE CONNOR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Economics (Honours) - Bachelor Honours Degree (AQF 8) - La Trobe University
2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia
2011 - Margin Lending & Geared Investments - Other - Kaplan Professional Education
2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.