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