SIMON WOOD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1999 - Bachelor of (Hons) Business, Science - - La Trobe University
2003 - ADA Level 1 & 2 - - ASX
2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2011 - Margin Lending Accreditation - - Stockbrokers Association of Australia
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.