SIMON JAMES BARNETT
Financial Adviser · Brighton, VIC
📚 Qualifications & Training
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania
2009 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional
2014 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional
2020 - FPETH501A Ethics & Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
2022 - Core 1 - Securities and Managed Investments - Other - SIAA
2023 - FPC003 Superannuation and Retirement Advice - Other - Kaplan
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.