Financial Adviser
· FORTITUDE VALLEY, QLD
Simon Alan Reed
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259428
Simon Alan Reed is a financial adviser based in Fortitude Valley, Queensland, with 25 years of experience in the financial services industry. Simon is currently authorised under Morgans Financial Limited. Simon holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma in Applied Finance from Securities Institute of Australia. Simon is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
Diploma of Education
University of New England
1989
Graduate Diploma in Applied Finance
Securities Institute of Australia
2020
Ethics and Professional Relationships
Ethics - QUT