HomeFinancial AdvisersSimon James Davies – Financial Adviser

Simon James Davies – Financial Adviser

Adviser identifying number: 1008454
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment: 01/04/2015
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Derivaties Accreditation Program – SAA
  • Diploma Financial Services – KAPLAN
  • Foreign Exchange Accreditation Program – SAA
  • Margin Lending Accreditation Program – SAA
  • Professional Diploma in Securities & Derivaties – SAA

Relevant memberships of professional bodies or industry associations:

Simon James Davies is authorised to provide advices on following products:

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