Financial Adviser
· ADELAIDE, SA
Simon Mark Wotherspoon
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000355731
Simon Mark Wotherspoon is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. Simon is currently authorised under Perks Private Wealth. 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 Planning Association of Australia. Simon is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Management
University of South Australia
2008
Graduate Certificate in Financial Planning
FINSIA
2010
Graduate Diploma of Applied Finance
KAPLAN Professional
2011
Certified Financial Planner
Financial Planning Association of Australia
2013
SMSF Specialist Advisor
SMSF Association