SIMONE TOTO
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2005 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of CassiNo
2012 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia
2012 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
2015 - Tax for Financial Advising (Short Answer Exam) TASATFA SAE - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
2025 - Commercial Law - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - 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.