David Simon – Financial Adviser
Adviser identifying number: 1004673
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 09/02/2004
The date the Financial Adviser ceased the appointment: 09/06/2015
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141
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:
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Relevant qualifications and training:
- Bachelor of Commerce – Macquarie University
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – FINSIA
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
David Simon is authorised to provide advices on following products: