SIMON MROCKI
Financial Adviser · Elsternwick, VIC
📚 Qualifications & Training
2004 - Masters of Financial Planning - Masters Degree (AQF 9) - RMIT
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
🏢 Professional Memberships
Institute of Public Accountants (IPA)
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.