Simon Youlton Financial Planner Report

Name:
Simon Daniel Youlton

Rep Number:
001236457

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2015-12-17 onwards

Licensee
Name:

Number:
000230690

ABN:
23 002 336 254

Controlled By:

Appointed By
Name:
Godfrey Pembroke Limited

Licence Number:
000230690

ABN:
23 002 336 254

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Diploma of Financial Planning
The Open University
Post Graduate Diploma in Management

Memberships
Financial Planning Association of Australia (FPA)