SIMON PATRICK SCALLAN
Financial Adviser · Clear Island Waters, QLD
📚 Qualifications & Training
2002 - Bachelor of Commerce (Information Management) - Bachelor Degree (AQF 7) - Oxford Brookes University
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2010 - UK Pension Transfer Accreditation 10 - Other - CBA Internal Accreditation
2014 - Borrowing in SMSF - Full RPL - Other - CBA Internal Accreditation
2014 - SMSF Core & Insurance Workshop (2014) - Other - CBA Internal Accreditation
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.