Financial Adviser
· VARSITY LAKES, QLD
Simon Parker
No disciplinary history on record with ASIC
VARSITY LAKES,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007558
Simon Parker is a financial adviser based in Varsity Lakes, Queensland, with 11 years of experience in the financial services industry since 2015. Simon is currently authorised under Sgn Financial, operating through Sterling Group & Associates. 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 Master of Financial Planning from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business (Management)
University of Queensland
2014
Diploma of Financial Planning
Monarch Institute
2015
Advanced Diploma of Financial Planning
Monarch Institute
2019
Master of Financial Planning
Griffith University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register