SIMON THWAITES
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National University
1992 - Graduate Diploma of Banking and Finance - Graduate Diploma (AQF 8) - The Australian National University
1996 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Finsia
2002 - Certified Financial Planner - Other - Financial Planners Association of Australia
2012 - Diploma of Financial Services - Diploma (AQF 5) - Pinnacle Financial Services Academy
2016 - SMSF Accreditation - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.