SIMONE RICHARDSON

Financial Adviser Β· Robina, QLD

Registered

Registration Number

000239985

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2003

Registration Date

12/07/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

πŸ“š Qualifications & Training

1994 - Bachelor of Arts in Humanities - Bachelor Degree (AQF 7) - Griffith University
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Independant Centre of Financial Training
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504) - Diploma (AQF 5) - AAMC Training Group
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan

🏒 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.