Financial Adviser
· GRAFTON, NSW
Simon Andrew Reid
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003490
Simon Andrew Reid is a financial adviser based in Grafton, New South Wales, with 19 years of experience in the financial services industry. Simon is currently authorised under Ri Advice Group 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 Advanced Diploma Financial Planning from Kaplan. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma Financial Services (Financial Planning)
Tribeca
2007
Accredited Derivatives Adviser LEVEL ONE
Kaplan
2012
Self Managed Super Funds
Kaplan
2013
Advanced Diploma Financial Planning
Kaplan
2016
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register