Financial Adviser
· SYDNEY, NSW
Simon Robinson
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
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
Source: ASIC Financial Advisers Register