Financial Adviser
· HAWTHORNE, VIC
Simon Richard Hopkins
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344383
Simon Richard Hopkins is a financial adviser based in Hawthorne, Victoria, with 24 years of experience in the financial services industry. Simon is currently authorised under Morgans Financial Limited. 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 Bachelor of Commerce (Economics & Marketing) from Deakin University. Simon is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Economics & Marketing)
Deakin University
2003
Graduate Diploma of Applied Finance & Investment
Securities Institute Australia
2013
Diploma of Financial Planning
Kaplan Professional
2020
Ethics for Financial Services
Ethics - Deakin University