Financial Adviser · NOWRA, NSW

Simon Harrison

NOWRA, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000274699

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Simon Harrison is a financial adviser based in Nowra, New South Wales, with 22 years of experience in the financial services industry since 2004. Simon is currently authorised under Akumin Financial Planning. 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 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