Simon Charles Carrie – Financial Adviser

Adviser identifying number: 307480
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: MAP FINANCIAL PLANNING PTY LTD
Licence number: 239117
Licensee’s ABN: 91090411537
Licence controlled by: MAP FUNDS MANAGEMENT LTD

The date the Financial Adviser commenced the appointment: 07/01/2009
The date the Financial Adviser ceased the appointment: 28/02/2012
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Entry Level Competencies – Integratec
  • Financial Planning Principles and Practice Module – Securities Institute
  • Investment Planning – Tribeca
  • PS146 Knowledge Assessment – Kaplan
  • Risk Management and Insurance Planning DFP2 – FPA

Relevant memberships of professional bodies or industry associations: Financial Planner AFP (FPA)

Simon Charles Carrie is authorised to provide advices on following products: