Simon Makeham – Financial Adviser

Adviser identifying number: 1005734
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: CACHEWISE PTY LTD
Licence number: 324759
Licensee’s ABN: 47129592767
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/06/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CACHEWISE PTY LTD
Authorised Representative identifying number: 324759
Authorised Representative’s ABN: 47129592767

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:

• Bachelor of Financial Administration – The University of New England
• Certified Practicing Accountant – CPA Australia
• Options of Securities and Futures Markets – CPA Australia
• SMSF Specialist Advisor – Self Managed Super Fund Association
• Specialist in Financial Planning – CPA Australia

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• CPA Australia (CPA)
• National Tax & Accountants Association Ltd
• SMSF Association

Simon Makeham 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, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation