Simon Byrne – Financial Adviser
Adviser identifying number: 240634
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: IWM ADVISORS AUSTRALIA PTY LTD
Licence number: 343582
Licensee’s ABN: 38133517021
Licence controlled by: BRIAN TREVOR SELLICK
The date the Financial Adviser commenced the appointment: 19/03/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IWM ADVISORS AUSTRALIA PTY LTD
Authorised Representative identifying number: 343582
Authorised Representative’s ABN: 38133517021
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 Business (Financial Planning) – RMIT
- Certified Financial Planner – FPA
- Graduate Diploma of Applied Finance & Investment – SIA/FINSIA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Simon Byrne 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
- Margin Lending Facility / Standard Margin Lending Facility