Simone Richardson Financial Planner Report

Name:
Simone Richardson

Rep Number:
000239985

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-07-01 onwards

Location:
Southport, South Eastern, QLD, 4215

Licensee
Name:

Number:
000274484

ABN:
32 107 343 091

Controlled By:

Appointed By
Name:
Hm Advisory Services Pty Ltd

Licence Number:
000440639

ABN:
31 164 149 213

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

Memberships
Financial Planning Association of Australia (FPA)