Simon Thwaites – Financial Adviser

Adviser identifying number: 1235943
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Licence number: 239690
Licensee’s ABN: 48060159917
Licence controlled by: DPM Pty Ltd

The date the Financial Adviser commenced the appointment: 14/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Authorised Representative identifying number: 239690
Authorised Representative’s ABN: 48060159917

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 Arts – ANU
• Certified Financial Planner – FPA
• Graduate Diploma of Banking and Finance – ANU
• SMSF Accreditation – Kaplan

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

Simon Thwaites is authorised to provide advices on following 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