Financial Adviser · SYDNEY, NSW

Simon Robinson

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001431

Simon Robinson is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Simon is currently authorised under Rsm Financial Services Australia Pty Ltd. 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 Certified Financial Planner from Financial Planning Association of Australia. 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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Comm (Financial Planning)
University of Wollongong
2013
Certified Financial Planner
Financial Planning Association of Australia
2025
Ethics in Financial Planning
Ethics - Kaplan Professional

Registration History

Sep 2016 - Present Current
Nov 2013 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register