Financial Adviser
· MELBOURNE, VIC
Simon James Lynch
No disciplinary history on record with ASIC
12
Years experience
ASIC Registered · ADV 001233834
Simon James Lynch is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Simon is currently authorised under Canaccord Genuity Financial Limited. Simon holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a Master of Applied Finance from Macquarie University.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1990
Bachelor of Business
Royal Melbourne Institute of Technology
1998
Master of Applied Finance
Macquarie University
2014
Margin Lending
Stockbrokers Association of Australia
2014
Securities and Managed Investments
Stockbrokers Association of Australia
2015
Superannuation Accreditation
Stockbrokers Association of Australia
2020
Ethics and Professionalism in Finance
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
INTERNATIONAL STANDARD ASSET MANAGEMENT ASIA PACIFIC PTY LTD
Source: ASIC Financial Advisers Register