Financial Adviser · CHATSWOOD, NSW

Simon Gordon

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005434

Simon Gordon is a financial adviser based in Chatswood, New South Wales, with 22 years of experience in the financial services industry. Simon is currently authorised under Bombora Advice Pty Ltd. Simon holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Marketing) from University of Technology Sydney. Simon is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Business (Marketing)
University of Technology Sydney
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2005
Diploma of Financial Planning FNS50804
MLC ThreeSixty
2010
RG146 Margin Lending
MLC ThreeSixty

Registration History

May 2020 - Present Current
Jan 2004 - May 2020 Ceased

Source: ASIC Financial Advisers Register