Financial Adviser
· BUNDALL, QLD
Simon James Backman
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000087
Simon James Backman is a financial adviser based in Bundall, Queensland, with 18 years of experience in the financial services industry. Simon is currently authorised under Anova Advice Group Pty Ltd. 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 Bachelor Health Science (Clin Sc) from Griffith University. 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
2007
Bachelor Health Science (Clin Sc)
Griffith University
2009
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2010
Self Managed Superannuation Funds
Kaplan Professional
2012
Tier 1 Margin Lending
Other - Kaplan Professional
2015
Bachelor of Commerce (Econ)
Griffith University