Financial Adviser · BIRTINYA, QLD

Simon Paul Paterson

BIRTINYA, QLD

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000247997

Licensee

Akumin Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Simon Paul Paterson

Simon Paul Paterson is a financial adviser based in Birtinya, Queensland, with 26 years of experience in the financial services industry since 2000. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2005

Diploma of Financial Services (Financial Planning)

AMP Limited

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

2010

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2014

SMSF Course

University of Adelaide

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 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