Data sourced from ASIC Financial Advisers Register
Financial Adviser · NOWRA, NSW

Simon Harrison

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000274699

Simon Harrison is a financial adviser based in Nowra, New South Wales, with 22 years of experience in the financial services industry. Simon is currently authorised under Akumin Financial Planning Pty Limited. 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 of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2014
SMSF Course
University of Adelaide

Registration History

Akumin Financial Planning Pty Limited
Mar 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register