Data sourced from ASIC Financial Advisers Register
Financial Adviser · NEDLANDS, WA

Simon Thomas Carter

12 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001003411

Simon Thomas Carter is a financial adviser based in Nedlands, Western Australia, with 12 years of experience in the financial services industry. Simon is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Business (Finance/Marketing) from Edith Cowan University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

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

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Business (Finance/Marketing)
Edith Cowan University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2024
SuperConcepts Specialist SMSF Course
University of Adelaide
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Feb 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Dec 2013 - Jan 2017 Ceased
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register