Financial Adviser
· MELBOURNE, VIC
Simon James Mcguirk
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000346151
Simon James Mcguirk is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Simon is currently authorised under Findex Advice 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
ASX Listed Products Accreditation Course
LPAC Online
2014
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
WEALTH MARKET PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
PPS LIFESTYLE SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register