Financial Adviser · NEDLANDS, WA

Simon Thomas Carter

NEDLANDS, WA

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003411

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Simon Thomas Carter

Simon Thomas Carter is a financial adviser based in Nedlands, Western Australia, with 12 years of experience in the financial services industry since 2014. Simon is currently authorised under Akumin Financial Planning. 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 Bachelor of Business (Finance/Marketing) from Edith Cowan University (ECU).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (Finance/Marketing)

Edith Cowan University (ECU)

2013

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2016

Advanced Diploma of Financial Planning

Mentor Education Pty Ltd

2024

SuperConcepts Specialist SMSF Course

University of Adelaide

2025

Commercial Law

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Feb 2017 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Dec 2013 - Jan 2017 Ceased

Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register