Financial Adviser
· MELBOURNE, VIC
Simon Thwaites
No disciplinary history on record with ASIC
MELBOURNE,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235943
Currently at
Melbourne, VIC (firm address)
About Simon Thwaites
Simon Thwaites is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Simon is currently authorised under Doquile Perrett Meade Financial Services. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Certified Financial Planner from Financial Planners Association of Australia. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Arts
The Australian National University
1992
Graduate Diploma of Banking and Finance
The Australian National University
1996
Graduate Diploma of Applied Finance and Investment
Finsia
2002
Certified Financial Planner
Financial Planners Association of Australia
2012
Diploma of Financial Services
Pinnacle Financial Services Academy
2016
SMSF Accreditation
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register