Simone Richardson – Financial Adviser

Adviser identifying number: 239985
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: HENDERSON MATUSCH PTY LTD
Licence number: 274484
Licensee’s ABN: 32107343091
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust

The date the Financial Adviser commenced the appointment: 01/07/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HM ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 440639
Authorised Representative’s ABN: 31164149213

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:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Bachelor of Arts in Humanities – Griffith University
  • Diploma of Financial Planning – Independant Centre of Financial Training
  • Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504) – AAMC Training Group
  • Margin Lending Geared Investments – Kaplan

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

Simone Richardson 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