Financial Adviser
· GEELONG, VIC
Simone Sheridan
No disciplinary history on record with ASIC
GEELONG,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269202
About Simone Sheridan
Simone Sheridan is a financial adviser based in Geelong, Victoria, with 8 years of experience in the financial services industry since 2018. Simone is currently authorised under Personal Financial Services. Simone holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simone's qualifications include a Bachelor of Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2020
Bachelor of Commerce
Deakin University
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited