Simon Robert Ferrali
THE TRUSTEE FOR NWA TRUST · Melbourne VIC 3004 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000293585
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- NORTHPOINT INVESTMENT SERVICES PTY LTD · AFSL 533297Through authorised representative THE TRUSTEE FOR NWA TRUST (no. 001295245)Since 4 February 2022
- Principal business address
- Melbourne VIC 3004
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2022 – presentNORTHPOINT INVESTMENT SERVICES PTY LTD · AFSL 533297Through authorised representative THE TRUSTEE FOR NWA TRUST (no. 001295245)
- CEASEDJul 2012 – Feb 2022MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- CEASEDFeb 2012 – Apr 2012SHINEWING AUSTRALIA WEALTH PTY LTD · AFSL 236556
- CEASEDAug 2007 – Oct 2011FINDEX ADVICE SERVICES PTY LTD · AFSL 243253
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Super Funds
Kaplan · 2014
Accredited Listed Product Adviser Program
Kaplan · 2013
Diploma of Financial Services (Financial Planning)
Kaplan · 2006
Bachelor of Business (Finance, Information Systems, Management)
La Trobe University · 2001
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Simon Robert Ferrali claims the profile.
Reviews
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Contacting Simon Robert Ferrali
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE TRUSTEE FOR NWA TRUST
Authorised by NORTHPOINT INVESTMENT SERVICES PTY LTD · AFSL 533297
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
Once Simon Robert Ferrali claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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