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