Financial Adviser
· KINGSTON, TAS
Simon John Duigan
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238239
Simon John Duigan is a financial adviser based in Kingston, Tasmania, with 11 years of experience in the financial services industry. Simon is currently authorised under Core Independent Financial Advice 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 Graduate Diploma of Financial Planning from Kaplan Professional. Simon is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2016
Certified Financial Professional
Financial Planning Association of Australia
2016
Self Managed Superannuation Funds
Kaplan Professional
2017
Commercial Law
Kaplan Professional
2017
Tax for Financial Advising
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional