Simon Robinson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001431
- Location
- Sydney NSW 2000
- Licensee
- RSM Financial Services Australia Pty Ltd (AFSL 238282)
- Authorised since
- 27 September 2016
- First provided advice
- 2013
- Qualifications
- Bachelor of Comm (Financial Planning), University of Wollongong (2008); Certified Financial Planner, Financial Planning Association of Australia (2013); Ethics in Financial Planning, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Robinson
Simon Robinson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001001431).
Simon provides advice as an authorised representative of RSM Financial Services Australia Pty Ltd, which holds Australian financial services licence 238282. The current authorisation started on 27 September 2016.
The register records 2013 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor of Comm (Financial Planning) (University of Wollongong, 2008), Certified Financial Planner (Financial Planning Association of Australia, 2013) and Ethics in Financial Planning (Kaplan Professional, 2025). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Robinson a registered financial adviser?
Yes. Simon Robinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001431.
Which licensee does Simon Robinson work under?
RSM Financial Services Australia Pty Ltd, Australian financial services licence 238282.
What can Simon Robinson 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.