Simon William Pilbeam – Financial Adviser
Adviser identifying number: 230137
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: PETER VICKERS INSURANCE BROKERS PTY LTD
Licence number: 229302
Licensee’s ABN: 68074294081
Licence controlled by: PETER GEORGE VICKERS
The date the Financial Adviser commenced the appointment: 04/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PETER VICKERS INSURANCE BROKERS PTY LTD
Authorised Representative identifying number: 229302
Authorised Representative’s ABN: 68074294081
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Associate – ANZIIF
- Diploma Financial Services – Gold Seal
- Senior Associate CIP – ANZIIF
Relevant memberships of professional bodies or industry associations: Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Simon William Pilbeam is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility