Simon Barwick Financial Planner Report

Name:
Simon Barwick

Rep Number:
000255335

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-27 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Southern Queensland
Bachelor of Commerce
Kaplan
Diploma of Financial Services
Kaplan
Margin Lending and Geared Investments
Financial Education Professionals Pty Ltd
RG146 Licensing Compliance: Self-Managed Superannuation Funds