Financial Adviser
· MELBOURNE, VIC
Simon Richard Talbot
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003732
Simon Richard Talbot is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Simon is currently authorised under Koda Capital Pty Ltd. Simon holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from The University of Adelaide. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
The University of Adelaide
2001
Diploma of Financial Planning
Financial Planning Association
2018
Foreign Exchange Accreditation Program
SAFAA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register