Simon John Lally
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000345999
- Location
- Melbourne VIC 3000
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 8 July 2019
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, Monash University (2001); Graduate Diploma of Financial Planning, Securities Institute of Australia (2005); Certified Financial Planner, Financial Planning Association of Australia (2006); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Margin Lending, Kaplan Professional Education (2011); Ethics & Professionalism, Kaplan (2025)
- 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
- Restriction
- authorisation excludes margin lending and credit services (as related to financial planning)
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon John Lally
Simon John Lally is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000345999).
The licensee Simon advises under is The Advice Exchange Pty Ltd (AFS licence 278937). That authorisation dates from 8 July 2019.
According to the register, Simon first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (Monash University, 2001), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2005) and Certified Financial Planner (Financial Planning Association of Australia, 2006). Professional memberships recorded: 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 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: “authorisation excludes margin lending and credit services (as related to financial planning).”
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Questions people ask
Is Simon John Lally a registered financial adviser?
Yes. Simon John Lally is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345999.
Which licensee does Simon John Lally work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Simon John Lally 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: "authorisation excludes margin lending and credit services (as related to financial planning)."