Simon Andrew Rohead
Financial Adviser in Wheelers Hill, Victoria, Australia
Review Simon Andrew Rohead
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000264459
- Location
- Wheelers Hill VIC 3150
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 3 August 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, Monash University (1993); Honours Degree of Bachelor of Economics, Monash University (1997); Diploma of Financial Planning, Financial Planning Association of Australia (2003); Certified Financial Planner, Financial Planning Association of Australia (2004); Graduate Diploma of Applied Finance, Kaplan Professional (2010)
- 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 Simon Andrew Rohead
On the Financial Advisers Register kept by ASIC, Simon Andrew Rohead appears as a current financial adviser in Wheelers Hill, Victoria, adviser number 000264459.
Simon provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 3 August 2020.
According to the register, Simon first provided financial advice in 2004. The qualifications listed for Simon include Bachelor of Economics (Monash University, 1993), Honours Degree of Bachelor of Economics (Monash University, 1997) and Diploma of Financial Planning (Financial Planning Association of Australia, 2003).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Simon Andrew Rohead here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Andrew Rohead a registered financial adviser?
Yes. Simon Andrew Rohead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264459.
Which licensee does Simon Andrew Rohead work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Simon Andrew Rohead 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.