Simon White Financial Planner Report

Name:
Simon Gregory White

Rep Number:
000397318

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2011-01-21 onwards

Location:
Cooma, , NSW, 0

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Wollongong
Bachelor of Commerce
Association of Superannuation Funds of Australia Ltd (ASFA)
Certificate of Superannuation Management (Qualification)
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning

Memberships
CA - Chartered Accountants (CA)
CFP - Certified Financial Planner (FPA)
CFP � Certified Financial Planner (FPA)