SIMON WILLIAM MARTIN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1974 - Bachelor of Business - - Charles Sturt University
1988 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia
2005 - Accredited Derivatives Adviser Level 2 - - Tribeca/ASX
2007 - Superannuation Module - - RMIT University
2010 - Professional Diploma in Stockbroking - - Deakin Prime
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.