Simeon Caraoutzadis
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469799
- Location
- Brisbane City QLD 4000
- Licensee
- Shaw and Partners Limited (AFSL 236048)
- Authorised since
- 10 March 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Business, Queensland University of Technology (2009); Margin Lending Accreditation Program, Deakin Prime (2014); Economic and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2024); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2024); Superannuation and Retirement Advice, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simeon Caraoutzadis
On the Financial Advisers Register kept by ASIC, Simeon Caraoutzadis appears as a current financial adviser in Brisbane City, Queensland, adviser number 000469799.
The licensee Simeon advises under is Shaw and Partners Limited (AFS licence 236048). That authorisation dates from 10 March 2021.
The register records 2015 as the year Simeon first provided financial advice. The qualifications listed for Simeon include Bachelor of Business (Queensland University of Technology, 2009), Margin Lending Accreditation Program (Deakin Prime, 2014) and Economic and Legal Context for Financial Planning (Kaplan Higher Education Pty Limited, 2024).
Simeon is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, standard margin lending and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simeon Caraoutzadis a registered financial adviser?
Yes. Simeon Caraoutzadis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469799.
Which licensee does Simeon Caraoutzadis work under?
Shaw and Partners Limited, Australian financial services licence 236048.
What can Simeon Caraoutzadis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; standard margin lending; managed discretionary account services.