Simon Tworek Financial Planner Report

Name:
Simon Tworek

Rep Number:
000315675

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2014-05-25 onwards

Location:
Kotara, Hunter Valley, NSW, 2289

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Gps Wealth Ltd

Licence Number:
000254544

ABN:
17 005 482 726

May advise on following product areas:
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
Superannuation

Qualifications
Tribeca/Kaplan Professional Education
Advanced Diploma of Financial Planning
Deakin
Diploma of Financial Planning
University of Sunshine Coast
Masters of Financial Planning (MFP)

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)