Simon Christopher Dowd – Financial Adviser
Adviser identifying number: 283354
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 30/04/2009
The date the Financial Adviser ceased the appointment: 07/07/2014
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional
- Diploma of Financial Advising – Securities Institute
- Diploma of Financial Planning – Financial Planning Association
- Margin Lending & Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Simon Christopher Dowd is authorised to provide advices on following products: