Financial Adviser
· HAWTHORN, VIC
Simon Barwick
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255335
Simon Barwick is a financial adviser based in Hawthorn, Victoria, with 22 years of experience in the financial services industry. Simon is currently authorised under Bentleys Wealth (Victoria) 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 Commerce from The University of Southern Queensland. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
The University of Southern Queensland
2005
Diploma of Financial Services
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2015
RG146 Licensing Compliance: Self-Managed Superannuation Funds
Financial Education Professionals Pty Ltd
2018
Advanced Diploma of Financial Planning (FNS60415)
Monarch Institute
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register