Financial Adviser
· MELBOURNE, VIC
Simon Robert Ferrali
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293585
Simon Robert Ferrali is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Simon is currently authorised under Northpoint Investment Services, operating through The Trustee For Nwa Trust. 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, Information Systems, Management) from La Trobe University.
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
2001
Bachelor of Business (Finance, Information Systems, Management)
La Trobe University
2006
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Accredited Listed Product Adviser Program
Kaplan
2014
Self Managed Super Funds
Kaplan
Registration History
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register