Financial Adviser · WEST MELBOURNE, VIC

Simon John Ereaut

WEST MELBOURNE, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001257175

Currently at

Aps Financial Planning

Toowong, QLD (firm address)

View firm profile

About Simon John Ereaut

Simon John Ereaut is a financial adviser based in West Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Simon is currently authorised under Beryllium Advisers, operating through Aps Financial Planning. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Certified Financial Planner Certification from Financial Planning Association of Australia. Simon is a member of 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

2006

Bachelor of Finance

La Trobe University

2017

Certified Financial Planner Certification

Financial Planning Association of Australia

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Beryllium Advisers Pty Ltd

Sep 2026 - Present Current

Moneyplan Australia (M.p.) Pty. Ltd.

Jul 2024 - Jul 2026 Ceased

Akumin Financial Planning Pty Limited

Apr 2021 - Jun 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Australian Private Capital Advisory Services Pty. Ltd.

Apr 2012 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register