Financial Adviser
· WHEELERS HILL, VIC
Simon Andrew Rohead
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264459
Simon Andrew Rohead is a financial adviser based in Wheelers Hill, Victoria, with 22 years of experience in the financial services industry. Simon is currently authorised under Capstone Financial Planning 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 Certified Financial Planner from Financial Planning Association of Australia.
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
1993
Bachelor of Economics
Monash University
1997
Honours Degree of Bachelor of Economics
Monash University
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Certified Financial Planner
Financial Planning Association of Australia
2010
Graduate Diploma of Applied Finance
Kaplan Professional
Registration History
Restrictions: Margin lending and general advice only in general insurance products.
Source: ASIC Financial Advisers Register