Financial Adviser · MORNINGTON, VIC

Simon Harry Raines

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000431863

Simon Harry Raines is a financial adviser based in Mornington, Victoria, with 29 years of experience in the financial services industry. Simon is currently authorised under Peninsula Wealth & Financial Services 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 Master of Financial Planning from University of the Sunshine Coast (USC). Simon is a member of CFP Certified Financial Planner (FPA), CFP - Certified Financial Planner (FPA) and 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

2003
Diploma of Financial Planning
Deakin University
2010
Master of Financial Planning
University of the Sunshine Coast (USC)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Dec 2012 - Oct 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Dec 2009 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register