Financial Adviser
· NORWOOD, SA
Rodica Simos
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235450
Rodica Simos is a financial adviser based in Norwood, South Australia, with 11 years of experience in the financial services industry. Rodica is currently authorised under Orbe Solutions Pty Ltd. Rodica 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. Rodica 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
Master of Commerce (Applied Finance)
The University of Adelaide
2013
Self Managed Superannuation Funds
Kaplan Professional
2018
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register