Financial Adviser · WEST PERTH, WA

Simon James Everett

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000470004

Simon James Everett is a financial adviser based in West Perth, Western Australia, with 25 years of experience in the financial services industry. Simon is currently authorised under Hillross Financial Services 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

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

1985

Bachelor of Business (Accounting)

Curtin University

2012

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2014

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Dec 2014 - Present Current

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

SECURITOR FINANCIAL GROUP PTY LIMITED

Jan 2001 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register