Simon James Everett
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000470004
- Location
- West Perth WA 6005
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 9 December 2014
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Accounting), Curtin University (1985); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2012); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023); Master of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon James Everett
On the Financial Advisers Register kept by ASIC, Simon James Everett appears as a current financial adviser in West Perth, Western Australia, adviser number 000470004.
The licensee Simon advises under is Hillross Financial Services Limited (AFS licence 232705). The current authorisation started on 9 December 2014.
According to the register, Simon first provided financial advice in 2001. Qualifications and training on file include Bachelor of Business (Accounting) (Curtin University, 1985), Certificate IV in Finance and Mortgage Broking (AAMC Training Group, 2012) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Simon James Everett a registered financial adviser?
Yes. Simon James Everett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000470004.
Which licensee does Simon James Everett work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Simon James Everett 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."