SIMON GUILIANO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin University
2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec
2005 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Finance 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.