Financial Adviser · ESSENDON NORTH, VIC

Simon John Ereaut

ESSENDON NORTH, VIC
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001257175
Currently at
Essendon North, VIC (firm address)

Simon John Ereaut is a financial adviser based in Essendon North, Victoria, with 14 years of experience in the financial services industry since 2012. Simon is currently authorised under Moneyplan Australia (M.p.). 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 Certification from Financial Planning Association of Australia. Simon is a member of CFP - Certified Financial Planner (FPA) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Finance
La Trobe University
2017
Certified Financial Planner Certification
Financial Planning Association of Australia
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jul 2024 - Present Current
Apr 2021 - Jun 2024 Ceased
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