SIMONE GENEVIEVE D'SOUZA
Financial Adviser · Mascot, NSW
📚 Qualifications & Training
2010 - Bachelor of Commerce (Human Resource Management) - Bachelor Degree (AQF 7) - The University of Notre Dame Australia
2020 - FPC001B Economic and Legal context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2021 - FPC006 Tax and Commercial Law for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.