Simon John Duigan – Financial Adviser

Adviser identifying number: 1238239
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence number: 464629
Licensee’s ABN: 61601365904
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE INDEPENDENT FINANCIAL ADVICE
Authorised Representative identifying number: 1251235
Authorised Representative’s ABN: 95824671884

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:

  • Graduate Diploma of Financial Planning – Kaplan Professional
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Independent Financial Advisers Association of Australia (IFAAA)
  • Tax Practitioners Board

Simon John Duigan 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility