SIMON JOHN LALLY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2006 - Certified Financial Planner - - Financial Planning Association of Australia
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2011 - Margin Lending - - Kaplan Professional Education
2025 - Ethics & Professionalism - 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.