Simon Rayner Financial Planner Report

Name:
Simon James Rayner

Rep Number:
000294110

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2015-01-14 onwards

Location:
Helensvale, South Eastern, QLD, 4212

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
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 Education
Accredited Listed Product Adviser Program
Securities Institute
Diploma in Financial Markets
Tribeca
FNS50804 - Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan
Statement of Attainment - Self Managed Superannuation Funds