Simon Forer
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000284958
- Location
- Melbourne VIC 3000
- Licensee
- Minchin Moore Private Wealth Pty Ltd (AFSL 480194)
- Authorised since
- 1 August 2022
- First provided advice
- 2004
- Qualifications
- Bachelor of Business in Economics and Finance, Royal Melbourne Institute of Technology (1994); Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (1998); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Forer
Simon Forer is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000284958.
Advice is given under the Australian financial services licence of Minchin Moore Private Wealth Pty Ltd, licence number 480194. That authorisation dates from 1 August 2022.
According to the register, Simon first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business in Economics and Finance (Royal Melbourne Institute of Technology, 1994), Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 1998) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Forer a registered financial adviser?
Yes. Simon Forer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284958.
Which licensee does Simon Forer work under?
Minchin Moore Private Wealth Pty Ltd, Australian financial services licence 480194.
What can Simon Forer 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; standard margin lending.