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:

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