Simon smith Financial Planner Report

Name:
Simon Dundas-smith

Rep Number:
000437902

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2015-04-15 onwards

Location:
Mornington, Melbourne, VIC, 3931

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
RMIT
Bachelor of Business (Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Association of Financial Advisers (AFA)
Fellow Chartered Financial Practitioner (FChFP)
Kaplan Professional
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)