SIMON JOHN BOXSHALL
Financial Adviser · Mount Claremont, WA
📚 Qualifications & Training
2007 - Graduate Diploma in Applied Finance & Investment (Financial Planning) - Graduate Diploma (AQF 8) - FINSIA
2007 - Self Managed Superannuation Funds - - Kaplan
2010 - Estate & Business Succession Planning - - Iron Group Lawyers
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - ACS Accredited Aged Care Professional - Other - Aged Care Steps
🏢 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.