Financial Adviser
· PARRAMATTA, NSW
Simon John Clifford
No disciplinary history on record with ASIC
PARRAMATTA,
NSW
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238224
About Simon John Clifford
Simon John Clifford is a financial adviser based in Parramatta, New South Wales, with 36 years of experience in the financial services industry since 1990. Simon is currently authorised under Fp Advice, operating through Adviser Fp. 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 Certified Financial Planner from Financial Planning Association. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Certified Financial Planner
Financial Planning Association
1997
Diploma of Financial Planning
Financial Planning Association
2001
Master of Business Administration
Macquarie Graduate School of Management
2010
Margin Lending and Geared Investments
Kaplan
2014
Accredited Adviser
Family Business Australia
2018
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
AVENUE CAPITAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register