SIMON JAMES BACKMAN
Financial Adviser · Birchgrove, NSW
📚 Qualifications & Training
2007 - Bachelor Health Science (Clin Sc) - Bachelor Degree (AQF 7) - Griffith University
2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2010 - Self Managed Superannuation Funds - Other - Kaplan Professional
2012 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2015 - Bachelor of Commerce (Econ) - Bachelor Degree (AQF 7) - Griffith University
🏢 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.