Financial Adviser · FLINDERS PARK, SA

Simon Juraszek

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000415737

Simon Juraszek is a financial adviser based in Flinders Park, South Australia, with 14 years of experience in the financial services industry. Simon is currently authorised under Synchron Advice 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 Advanced Diploma Financial Planning from AAMC Training Group. Simon is a member of Mortgage and Finance Association of Australia (MFAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2013
928S Margin Lending
Kaplan Education Pty Limited
2016
Advanced Diploma Financial Planning
AAMC Training Group

Registration History

Jan 2019 - Present Current
GWM ADVISER SERVICES PTY LTD
Jul 2013 - Jan 2019 Ceased
Dec 2011 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register