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:

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: