SIMON GORDON
Financial Adviser ยท Chatswood, NSW
๐ Qualifications & Training
1997 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - University of Technology Sydney
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2005 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - MLC ThreeSixty
2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.