SIMON JOHN LALLY

Financial Adviser · Melbourne, VIC

Registered

SIMON JOHN LALLY is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2005, based in Melbourne, Victoria. They are authorised to provide advice under THE ADVICE EXCHANGE PTY LTD (AFSL licence #000278937). Registered qualifications on file include 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. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

000345999

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2005

Registration Date

08/07/2019

Financial Services Licensee

THE ADVICE EXCHANGE PTY LTD

Licence #000278937

📚 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)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.