SIMON JON ASHMAN
Financial Adviser · Hobart, TAS
📚 Qualifications & Training
2005 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
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.