Financial Adviser
· NOWRA, NSW
Simon Boom
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000456297
Simon Boom is a financial adviser based in Nowra, New South Wales, with 12 years of experience in the financial services industry. Simon is currently authorised under Oreana Financial Services 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. 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
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Finance and Financial Planning)
University of Wollongong
2017
Certified Financial Planner (CFP)
Financial Advice Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register