Financial Adviser
· ALBURY, NSW
Simon Ash Barlow
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266793
Simon Ash Barlow is a financial adviser based in Albury, New South Wales, with 21 years of experience in the financial services industry. Simon is currently authorised under G & S Financial Solutions Pty Ltd. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Charles Sturt University. Simon is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Accounting)
Charles Sturt University
2003
Graduate Diploma in Financial Planning (Historical SIA/FINSIA)
FINSIA
2015
Self Managed Superannuation Funds
Kaplan
2017
Accredited Listed Product Adviser Program
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: class of product only.
SECURITOR FINANCIAL GROUP PTY LIMITED
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register