Financial Adviser
· BRISBANE CITY, QLD
Simeon Caraoutzadis
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469799
Simeon Caraoutzadis is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry. Simeon is currently authorised under Shaw And Partners Limited. Simeon holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business
Queensland University of Technology
2014
Margin Lending Accreditation Program
Deakin Prime
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
3CSG PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register