SIMON JAMES CALLAGHAN
Financial Adviser · Coffs Harbour, NSW
📚 Qualifications & Training
2009 - Bachelor of Business Management - - University of Queensland
2009 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Chartered Financial Analyst - Other - CFA Institute
2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2021 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
2024 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2025 - Client Engagement Skills - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.