SIMON LEONARD GREEN
Financial Adviser · Southport, QLD
📚 Qualifications & Training
1996 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia
2002 - DFP Competencies (DFP8 & PKE) - Other - FPA Australia
2004 - Self Managed Super Fund Course - Other - Tower Australia
2008 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Certified Financial Planner (CFP) of FAAA
Chartered Accountants Australia and New Zealand (CA ANZ)
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.