Financial Adviser
· OSBORNE PARK, WA
Simon Matthew Johnson
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296367
Simon Matthew Johnson is a financial adviser based in Osborne Park, Western Australia, with 22 years of experience in the financial services industry. Simon is currently authorised under Tips Polaris 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 Bachelor of Commerce from Curtin University. Simon is a member of FChFP - Fellow Chartered Financial Practitioner 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
Curtin University
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
NEO FINANCIAL SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register