SIMON HAVAS
Financial Adviser · Gordon, NSW
📚 Qualifications & Training
2005 - Bachelor of Business (Financial Planning, Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS)
2012 - ASX Listed Product Adviser - Other - Kaplan Professional
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.