Simon William Pilbeam – Financial Adviser

Adviser identifying number: 230137
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PETER VICKERS INSURANCE BROKERS PTY LTD
Licence number: 229302
Licensee’s ABN: 68074294081
Licence controlled by: PETER GEORGE VICKERS

The date the Financial Adviser commenced the appointment: 04/06/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PETER VICKERS INSURANCE BROKERS PTY LTD
Authorised Representative identifying number: 229302
Authorised Representative’s ABN: 68074294081

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:

  • Associate – ANZIIF
  • Diploma Financial Services – Gold Seal
  • Senior Associate CIP – ANZIIF

Relevant memberships of professional bodies or industry associations: Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Simon William Pilbeam 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