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:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: