SIMON JAMES BURGE
Financial Adviser · Mawson Lakes, SA
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Planning Pty Ltd
2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - Chartered Life Practitioner Course - Professional Designations - Financial Advice Association of Australia Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
🏢 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.