Financial Adviser · DEAKIN, ACT

Michael James Simmons

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254255

Michael James Simmons is a financial adviser based in Deakin, Australian Capital Territory, with 9 years of experience in the financial services industry. Michael is currently authorised under Akumin Financial Planning Pty Limited. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Michael is a member of 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

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

2012
Graduate Certificate in Applied Finance
Kaplan Higher Education Pty Limited
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Master of Applied Finance
Kaplan Higher Education Pty Limited
2018
SMSF Course
2019
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2022
Accredited Aged Care Professional
Aged Care Steps
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Nov 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2018 - Sep 2023 Ceased
Oct 2017 - Sep 2023 Ceased
May 2017 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register