TOBY ROBERT SIMPSON
Financial Adviser · Ivanhoe East, VIC
📚 Qualifications & Training
2017 - Diploma of Financial Planning - - Monarch Institute
2023 - Economic and Legal Context for Financial Planning (FPC 001B Commercial Law), Kaplan, 2023 - Other - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - Taxation for Financial Planning (FPC006 Taxation Law), Kaplan, 2025 - Other - 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.