Simon Harry Raines
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431863
- Location
- Mornington VIC 3931
- Licensee
- Peninsula Wealth & Financial Services Pty Ltd (AFSL 537043)
- Authorised since
- 7 November 2022
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Master of Financial Planning, University of the Sunshine Coast (USC) (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CFP Certified Financial Planner (FPA); CFP – Certified Financial Planner (FPA); 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 Harry Raines
On the Financial Advisers Register kept by ASIC, Simon Harry Raines appears as a current financial adviser in Mornington, Victoria, adviser number 000431863.
The licensee Simon advises under is Peninsula Wealth & Financial Services Pty Ltd (AFS licence 537043). That authorisation dates from 7 November 2022.
The register records 1997 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Financial Planning (Deakin University, 2003), Master of Financial Planning (University of the Sunshine Coast (USC), 2010) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: CFP Certified Financial Planner (FPA), CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Harry Raines a registered financial adviser?
Yes. Simon Harry Raines is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431863.
Which licensee does Simon Harry Raines work under?
Peninsula Wealth & Financial Services Pty Ltd, Australian financial services licence 537043.
What can Simon Harry Raines 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.