Financial Adviser · MAROUBRA, NSW

Simon Havas

MAROUBRA, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000297660

Currently at

Arc Private

Sydney, NSW (firm address)

View firm profile

About Simon Havas

Simon Havas is a financial adviser based in Maroubra, New South Wales, with 20 years of experience in the financial services industry since 2006. Simon is currently authorised under Havana Financial Services, operating through Arc Private. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Business (Financial Planning, Accounting) from University of Technology Sydney (UTS). 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 Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Financial Planning, Accounting)

University of Technology Sydney (UTS)

2012

ASX Listed Product Adviser

Kaplan Professional

2014

Self Managed Superannuation Funds

Kaplan Professional Education

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Havana Financial Services Pty Ltd

Jul 2026 - Present Current

Rdc Advisors Pty Ltd

Aug 2018 - Jul 2026 Ceased

Hillross Financial Services Limited

Oct 2011 - Jul 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2006 - Jul 2008 Ceased

Source: ASIC Financial Advisers Register