SIMON JAMES MCGUIRK
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2014 - ASX Listed Products Accreditation Course - - LPAC Online
2014 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
🏢 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.