Simon John Clifford – Financial Adviser

Adviser identifying number: 238224
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 30/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVISER FP PTY LTD
Authorised Representative identifying number: 424115
Authorised Representative’s ABN: 49075116577

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:

• Accredited Adviser – Family Business Australia
• Certificate in Financial Markets – The Securities Institute of Australia
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Master of Business Administration – Macquarie Graduate School of Management

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

Simon John Clifford is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation / A person’s existing holding in a superannuation product
• Margin Lending Facility / Standard Margin Lending Facility