SIMON JAMES LYNCH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
1998 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2014 - Margin Lending - - Stockbrokers Association of Australia
2014 - Securities and Managed Investments - - Stockbrokers Association of Australia
2015 - Superannuation Accreditation - - Stockbrokers Association of Australia
2020 - Ethics and Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
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.