Financial Adviser · SOUTHPORT, QLD

Simon Leonard Green

27 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000244871

Simon Leonard Green is a financial adviser based in Southport, Queensland, with 27 years of experience in the financial services industry. Simon is currently authorised under Professional Investment Services 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 of Accountancy from University of South Australia. Simon is a member of CPA Australia (CPA), Certified Financial Planner (CFP) of FAAA and Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Accountancy

University of South Australia

2002

DFP Competencies (DFP8 & PKE)

FPA Australia

2004

Self Managed Super Fund Course

Tower Australia

2008

ASX Accredited Listed Products Adviser Program

Kaplan Professional

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Dec 2003 - Present Current

Source: ASIC Financial Advisers Register