Financial Adviser
· BRIGHTON, VIC
Simon James Barnett
No disciplinary history on record with ASIC
BRIGHTON,
VIC
11
Years experience
ASIC Registered · ADV 001003710
About Simon James Barnett
Simon James Barnett is a financial adviser based in Brighton, Victoria, with 11 years of experience in the financial services industry since 2015. Simon is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Simon holds authorisations to advise on superannuation, managed investments, securities and deposit products. Simon's qualifications include a Bachelor of Commerce from University of Tasmania.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2006
Bachelor of Commerce
University of Tasmania
2009
Graduate Diploma of Applied Finance (Financial Planning)
Kaplan Professional
2014
928 Margin Lending
Other - Kaplan Professional
2020
FPETH501A Ethics & Professional Standards for Financial Advisers
Ethics - TAFE NSW
2022
Core 1
Other - SIAA
2023
FPC003 Superannuation and Retirement Advice
Kaplan
Registration History
Source: ASIC Financial Advisers Register