SIMON MARK WOTHERSPOON
Financial Adviser · Glen Osmond, SA
📚 Qualifications & Training
2002 - Bachelor of Management - - University of South Australia
2008 - Graduate Certificate in Financial Planning - - FINSIA
2010 - Graduate Diploma of Applied Finance - - KAPLAN Professional
2011 - Certified Financial Planner - - Financial Planning Association of Australia
2013 - SMSF Specialist Advisor - - SMSF Association
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.