Simon James O’donnell – Financial Adviser

Adviser identifying number: 1000497
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: INTEGRITY PRIVATE WEALTH PTY LTD
Licence number: 436298
Licensee’s ABN: 45161731479
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTEGRITY PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 436298
Authorised Representative’s ABN: 45161731479

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:

• ADA1 – Kaplan
• BA Business and Economics – California Lutheran University
• Diploma Applied Finance – Securities Institute of Australia
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon James O’donnell 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services