Financial Adviser
· NEW LAMBTON, NSW
Simon Tworek
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315675
Simon Tworek is a financial adviser based in New Lambton, New South Wales, with 20 years of experience in the financial services industry. Simon is currently authorised under Gps Wealth 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 Masters of Financial Planning (MFP) from University of Sunshine Coast. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Deakin
2005
Advanced Diploma of Financial Planning
Tribeca/Kaplan Professional Education
2008
Masters of Financial Planning (MFP)
University of Sunshine Coast