Financial Adviser
· SYDNEY, NSW
Simon Gerard Little
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290705
Simon Gerard Little is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Simon is currently authorised under Count Financial Limited. Simon 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Simon 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2020
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register