Financial Adviser · ELSTERNWICK, VIC

Simon John Cammiss

ELSTERNWICK, VIC
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004074
Currently at
Barwon Heads, VIC (firm address)

About Simon John Cammiss

Simon John Cammiss is a financial adviser based in Elsternwick, Victoria, with 19 years of experience in the financial services industry since 2007. Simon is currently authorised under Wealthyer Advice Assurance. 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 from Financial Advice Association Australia. Simon is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2007
Bachelor of Business (Financial Planning)
RMIT
2011
Master of Applied Finance
Macquarie University
2018
Certified Financial Planner
Financial Advice Association Australia
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

May 2023 - Present Current
May 2019 - May 2023 Ceased
Dec 2010 - May 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending.
Mar 2010 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register