SIMON MCDONALD
Financial Adviser · East Geelong, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce (Finance, Marketing and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
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.