Simon Mark Wotherspoon – Financial Adviser

Adviser identifying number: 355731
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: WOTHERSPOON WEALTH PTY LTD
Licence number: 345282
Licensee’s ABN: 43129595115
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/05/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WOTHERSPOON WEALTH PTY LTD
Authorised Representative identifying number: 345282
Authorised Representative’s ABN: 43129595115

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:

• Bachelor of Management – University of South Australia
• Certified Financial Planner – Financial Planning Association of Australia
• Graduate Certificate in Financial Planning – FINSIA
• Graduate Diploma of Applied Finance – KAPLAN Professional
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Simon Mark Wotherspoon 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, excluding IDPS
• Retirement Savings Account Products
• Securities
• Superannuation