SIMONE THERESA ANNE EVANS
Financial Adviser · Moonee Ponds, VIC
📚 Qualifications & Training
1998 - Certificate IV in Accounting - Certificate (AQF 1-4) - Riverina Institute of TAFE
2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2018 - Diploma of Financial Planning - - Monarch Institute
2022 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.