SIMON JAMES RAYNER
Financial Adviser · Helensvale, QLD
📚 Qualifications & Training
1999 - Diploma in Financial Markets (8 units) - Advanced Diploma (AQF 6) - Securities Institute Education
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2015 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2015 - Self Managed Superanuation Funds Program - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.