Simon Dowd Financial Planner Report

Name:
Simon Christopher Dowd

Rep Number:
000283354

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-04-07 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Alliance Wealth Pty Ltd

Licence Number:
000449221

ABN:
93 161 647 007

May advise on following product areas:
Derivatives
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 Professional
ASX Accredited Listed Products Adviser (ALPA) Program
Securities Institute
Diploma of Financial Advising
Financial Planning Association
Diploma of Financial Planning
Kaplan Professional
Margin Lending & Geared Investments
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)