Simon Curtain – Financial Adviser

Adviser identifying number: 1001112
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: HEWISON & ASSOCIATES PTY. LTD.
Licence number: 227185
Licensee’s ABN: 51006082257
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/02/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HEWISON & ASSOCIATES PTY. LTD.
Authorised Representative identifying number: 227185
Authorised Representative’s ABN: 51006082257

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 Commerce (Economics & Finance) – Deakin University
• Certified Financial Planner (CFP) – Financial Planning Associaton of Australia
• Graduate Diploma of Financial Planning – FINSIA
• Master of Applied Finance – Kaplan Professional
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Company Directors
• Financial Planning Association of Australia (FPA)
• SMSF Association

Simon Curtain is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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