Simon Christopher Dowd – Financial Adviser

Adviser identifying number: 283354
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 30/04/2009
The date the Financial Adviser ceased the appointment: 07/07/2014
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:

  • ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional
  • Diploma of Financial Advising – Securities Institute
  • Diploma of Financial Planning – Financial Planning Association
  • Margin Lending & Geared Investments – Kaplan Professional
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Simon Christopher Dowd is authorised to provide advices on following products: