Simon Pilbeam Financial Planner Report

Name:
Simon William Pilbeam

Rep Number:
000230137

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-06-04 onwards

Location:
Lindfield, , NSW, 0

Licensee
Name:

Number:
000229302

ABN:
68 074 294 081

Controlled By:

Appointed By
Name:
Peter Vickers Insurance Brokers Pty Ltd

Licence Number:
000229302

ABN:
68 074 294 081

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
ANZIIF
Associate
Gold Seal
Diploma Financial Services
ANZIIF
Senior Associate CIP

Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)