Financial Adviser · SYDNEY, NSW

Simone Genevieve D'souza

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001274983

Simone Genevieve D'souza is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Simone is currently authorised under Aware Financial Services Australia Limited. Simone holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Human Resource Management) from The University of Notre Dame Australia.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce (Human Resource Management)
The University of Notre Dame Australia
2020
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

May 2025 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
May 2023 - Mar 2025 Ceased
Financial product advice in the following Financial Product classes: Superannuation limited to Qantas Superannuation Limited issued products; and Deal in the following Financial Product classes where the dealing services are provided in connection with a Statement of Advice prepared by the adviser acting under the Guideway Financial Services AFSL.

Source: ASIC Financial Advisers Register