SIMON PAUL PATERSON
Financial Adviser · Birtinya, QLD
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited
2010 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2014 - SMSF Course - Other - University of Adelaide
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.