Financial Adviser
· MELBOURNE, VIC
Simon Forer
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284958
Simon Forer is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Simon is currently authorised under Minchin Moore Private Wealth 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 Bachelor of Business in Economics and Finance from Royal Melbourne Institute of Technology. Simon 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business in Economics and Finance
Royal Melbourne Institute of Technology
1998
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education