SIMON PETER JONES
Financial Adviser · Lennox Head, NSW
📚 Qualifications & Training
2001 - Diploma of Financial Planning - Introduction to Financial Planning - - Securities Institute of Australia
2001 - Diploma of Financial Planning - Investment Planning - - Securities Institute of Australia
2001 - Diploma of Financial Planning - Retirement Planning - - Securities Institute of Australia
2002 - Diploma of Financial Planning - Estate Planning - - Deakin University
2002 - Diploma of Financial Planning - Risk management & Insurance Planning - - 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.