Simon Guiliano
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001047
- Location
- Melbourne VIC 3000
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 2 April 2025
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Deakin University (1998); Graduate Diploma in Applied Finance and Investment, Securities Institute (2001); Diploma of Financial Services (Financial Planning), Integratec (2003); Advanced Diploma of Financial Services (Financial Planning), Integratec (2004); CFP Certification Program, Financial Planning Association of Australia (2005); Ethics and Professionalism in Finance Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Guiliano
Simon Guiliano is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001047.
The licensee Simon advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 2 April 2025.
According to the register, Simon first provided financial advice in 2003. The qualifications listed for Simon include Bachelor of Business (Deakin University, 1998), Graduate Diploma in Applied Finance and Investment (Securities Institute, 2001) and Diploma of Financial Services (Financial Planning) (Integratec, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Simon Guiliano a registered financial adviser?
Yes. Simon Guiliano is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001047.
Which licensee does Simon Guiliano work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Simon Guiliano 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.