SIMON YEO
Financial Adviser · Perth, WA
📚 Qualifications & Training
1991 - Bachelor of Commerce - - University of Western Australia
2002 - Diploma of Financial Advising - - Securities Institute of Australia
2002 - PS146 Generic & Securities - - Securities Institute 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.