Simon James Sydney Chesson – Financial Adviser

Adviser identifying number: 1005101
Status: Current
Adviser’s ABN: 11469028620
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AUSTASIA FINANCIAL PLANNING PTY LTD
Licence number: 229454
Licensee’s ABN: 31080213378
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTASIA FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000229454
Authorised Representative’s ABN: 31080213378

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:

• Certified Financial Planner – Financial Planning Association of Australia
• Certified Practising Accountant with specialisation in Financial Planning – CPA Australia
• Diploma of Finance and Mortgage Broking Management – KAPLAN
• Margin Lending Accreditation Program – Financial Essentials
• SMSF Specialist Adviser Accreditation Course – Self Manager Superfund Professionals Association of Australia

Relevant memberships of professional bodies or industry associations:

Simon James Sydney Chesson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility