Simon Clifford Financial Planner Report

Name:
Simon John Clifford

Rep Number:
000238224

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2012-06-30 onwards

Location:
Parramatta, , NSW, 0

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Adviser Fp Pty Ltd

Licence Number:
000424115

ABN:
49 075 116 577

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
Own Managed Investment Scheme Only
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
A person's existing holding in a superannuation product

Qualifications
Family Business Australia
Accredited Adviser
The Securities Institute of Australia
Certificate in Financial Markets
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Macquarie Graduate School of Management
Master of Business Administration

Memberships
Financial Planning Association of Australia (FPA)