Simon Meagher Dorahy – Financial Adviser

Adviser identifying number: 245902
Status: Current
Adviser’s ABN: 93576585086
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 03/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 000230692
Authorised Representative’s ABN: 96002071749

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 Economics – University of Sydney
• Certified Financial Planner – Deakin University
• Certified Financial Planner – Financial Planning Association of Australia
• Chartered Accountant Program – Institute of Chartered Accountants Australia
• Diploma of FInancial Services – Kaplan

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

Simon Meagher Dorahy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation