SIMON JOHN CLIFFORD
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
1997 - Certified Financial Planner - - Financial Planning Association
1997 - Diploma of Financial Planning - - Financial Planning Association
2001 - Master of Business Administration - - Macquarie Graduate School of Management
2010 - Margin Lending and Geared Investments - Other - Kaplan
2014 - Accredited Adviser - - Family Business Australia
2018 - Self Managed Superannuation Funds - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.