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