Financial Adviser
· SYDNEY, NSW
David Simon
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004673
David Simon is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. David is currently authorised under Sira Group Pty Ltd. David 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 from Financial Planning Association of Australia. David 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
2003
Bachelor of Commerce
Macquarie University
2005
Diploma of Financial Planning
FINSIA
2006
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2016
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional