Financial Adviser
· NORTH SYDNEY, NSW
Simon David Bennett
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255826
Simon David Bennett is a financial adviser based in North Sydney, New South Wales, with 9 years of experience in the financial services industry. Simon is currently authorised under Mbs Advice Licence Pty Ltd. Simon holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services
FINSIA
2007
RG146
FINSIA
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register