Simon Robert Ferrali
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293585
- Location
- Melbourne VIC 3004
- Licensee
- Northpoint Investment Services Pty Ltd (AFSL 533297)
- Authorised since
- 4 February 2022
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Finance, Information Systems, Management), La Trobe University (2001); Diploma of Financial Services (Financial Planning), Kaplan (2006); Accredited Listed Product Adviser Program, Kaplan (2013); Self Managed Super Funds, Kaplan (2014)
- 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 Robert Ferrali
On the Financial Advisers Register kept by ASIC, Simon Robert Ferrali appears as a current financial adviser in Melbourne, Victoria, adviser number 000293585.
The licensee Simon advises under is Northpoint Investment Services Pty Ltd (AFS licence 533297). That authorisation dates from 4 February 2022.
The register records 2005 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance, Information Systems, Management) (La Trobe University, 2001), Diploma of Financial Services (Financial Planning) (Kaplan, 2006) and Accredited Listed Product Adviser Program (Kaplan, 2013).
Simon is authorised to advise 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 Robert Ferrali a registered financial adviser?
Yes. Simon Robert Ferrali is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293585.
Which licensee does Simon Robert Ferrali work under?
Northpoint Investment Services Pty Ltd, Australian financial services licence 533297.
What can Simon Robert Ferrali 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.