SIMON JAMES EVERETT
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1985 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Curtin University
2012 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.