Data sourced from ASIC Financial Advisers Register
Financial Adviser · HOBART, TAS

Simon Jon Ashman

17 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000339934

Simon Jon Ashman is a financial adviser based in Hobart, Tasmania, with 17 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 Derivatives 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
Bachelor of Economics
University of Tasmania
2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Certificate IV Financial Services (Finance/Mortgage Broking)
Traineeship Management Australia (TMA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2012
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited
Aug 2009 - 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