Simon Barry – Financial Adviser
Adviser identifying number: 1245179
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: PILOT SUPERANNUATION PTY LTD
Licence number: 483696
Licensee’s ABN:
Licence controlled by: PILOT PARTNERS PTY LTD
The date the Financial Adviser commenced the appointment: 15/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PILOT SUPERANNUATION PTY LTD
Authorised Representative identifying number: 483696
Authorised Representative’s ABN:
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:
- Diploma level – Tier 1 -Superannuation and Self Managed Funds – Financial Education Professionals
- SMSF SPECIALISATION COURSE – UNSW ATAX
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Simon Barry is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation