Simon James Backman – Financial Adviser

Adviser identifying number: 1000087
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: WEALTHADVICE.COM.AU PTY. LIMITED
Licence number: 230253
Licensee’s ABN: 23091320446
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHADVICE.COM.AU PTY. LIMITED
Authorised Representative identifying number: 230253
Authorised Representative’s ABN: 23091320446

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:

• Advanced Diploma of Financial Planning – Kaplan
• Bachleor Health Science – Griffith University

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

Simon James Backman 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