SIMON MATTHEW JOHNSON

Financial Adviser ยท Osborne Park, WA

Registered

Registration Number

000296367

Registration Status

Registered

Location

Osborne Park, WA 6017

Providing Advice Since

2004

Registration Date

07/05/2013

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

FChFP - Fellow Chartered Financial Practitioner
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.