Simon Barwick
Financial Adviser in Hawthorn, Victoria, Australia
Review Simon Barwick
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 number000255335
- Location
- Hawthorn VIC 3122
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 7 October 2026
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Southern Queensland (2002); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Self-Managed Superannuation Funds, Financial Education Professionals (2017); Advanced Diploma of Financial Planning, Monarch Institute (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Barwick
Simon Barwick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorn, Victoria (adviser number 000255335).
The licensee Simon advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 7 October 2026.
According to the register, Simon first provided financial advice in 2004. The qualifications listed for Simon include Bachelor of Commerce (University of Southern Queensland, 2002), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2005) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Simon is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Simon Barwick here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Barwick a registered financial adviser?
Yes. Simon Barwick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255335.
Which licensee does Simon Barwick work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Simon Barwick give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.