Simon James O’donnell – Financial Adviser

Adviser identifying number: 1000497
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 05/10/2006
The date the Financial Adviser ceased the appointment: 28/04/2013
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:

• ADA1 – Kaplan
• BA Business and Economics – California Lutheran University
• Diploma Applied Finance – Securities Institute of Australia
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon James O’donnell is authorised to provide advices on following products: