Data sourced from ASIC Financial Advisers Register
Financial Adviser · BIRTINYA, QLD

Simon Paul Paterson

26 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000247997

Simon Paul Paterson is a financial adviser based in Birtinya, Queensland, with 26 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 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