Financial Adviser
· MELBOURNE, VIC
Toby Robert Simpson
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261052
Toby Robert Simpson is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Toby is currently authorised under Apt Wealth Partners Pty Ltd. Toby 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. Toby 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
2017
Diploma of Financial Planning
Monarch Institute
2023
Economic and Legal Context for Financial Planning (FPC 001B Commercial Law), Kaplan, 2023
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
2025
Taxation for Financial Planning (FPC006 Taxation Law), Kaplan, 2025
Kaplan