Simon Johns Financial Planner Report

Name:
Simon Johns

Rep Number:
000236952

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2017-07-06 onwards

Licensee
Name:

Number:
000385845

ABN:
64 141 607 098

Appointed By
Name:
Avalon Advisors Pty Ltd

Licence Number:
001256212

ABN:
57 619 130 817

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
LPAC Online Pty Ltd
ASX Listed Products Accreditation Course
Curtin University
Bachelor of Commerce (Accounting & Business Law)
FPA
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments
Kaplan
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)