Michael David Simmons – Financial Adviser

Adviser identifying number: 258936
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: SIMMONS FINANCIAL SERVICES PTY LTD
Licence number: 301661
Licensee’s ABN: 14095092667
Licence controlled by: THE CORPORATE CLINIC PROPRIETARY LIMITED

The date the Financial Adviser commenced the appointment: 12/07/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SIMMONS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 301661
Authorised Representative’s ABN: 14095092667

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 Economics – Monash University
• Fellow – CPA Australia
• Fellow – Institute of Chartered Accountants in Australia & NZ
• Financial Planning Specialisation – CPA Australia
• Self Managed Superannuation Fund Specialist Auditor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association
• Taxation Institute of Australia

Michael David Simmons 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, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation