Rodica Simos
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235450
- Location
- Norwood SA 5067
- Licensee
- Orbe Solutions Pty Ltd (AFSL 507622)
- Authorised since
- 2 April 2022
- First provided advice
- 2015
- Qualifications
- Master of Commerce (Applied Finance), The University of Adelaide (2008); Self Managed Superannuation Funds, Kaplan Professional (2013); Certified Financial Planner, Financial Planning Association (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodica Simos
Rodica Simos is a financial adviser in Norwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001235450.
Rodica provides advice as an authorised representative of Orbe Solutions Pty Ltd, which holds Australian financial services licence 507622. The current authorisation started on 2 April 2022.
According to the register, Rodica first provided financial advice in 2015. The qualifications listed for Rodica include Master of Commerce (Applied Finance) (The University of Adelaide, 2008), Self Managed Superannuation Funds (Kaplan Professional, 2013) and Certified Financial Planner (Financial Planning Association, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Rodica is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Rodica Simos a registered financial adviser?
Yes. Rodica Simos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235450.
Which licensee does Rodica Simos work under?
Orbe Solutions Pty Ltd, Australian financial services licence 507622.
What can Rodica Simos give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.