SIMON JAMES SYDNEY CHESSON
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1998 - Certified Financial Planner - - Financial Planning Association of Australia
1999 - Certified Practising Accountant with specialisation in Financial Planning - - CPA Australia
2011 - Margin Lending Accreditation Program - - Financial Essentials
2011 - SMSF Specialist Adviser Accreditation Course - - Self Manager Superfund Professionals Association of Australia
2015 - Diploma of Finance and Mortgage Broking Management - - KAPLAN
🏢 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.