Simon Coombes – Financial Adviser

Adviser identifying number: 459078
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 10/06/2014
The date the Financial Adviser ceased the appointment: 11/03/2016
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 000231138
Authorised Representative’s ABN: 70006646108

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:

  • Accredited Listed Product Adviser Program – Kaplan Education Pty Limited
  • Advanced Diploma of Financial Planning – Kaplan Education Pty Limited
  • Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Limited
  • Master of Financial Planning – Kaplan Education Pty Limited

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

Simon Coombes is authorised to provide advices on following products: