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