Financial Adviser
· SOUTH YARRA, VIC
Simon Byrne
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240634
Simon Byrne is a financial adviser based in South Yarra, Victoria, with 23 years of experience in the financial services industry. Simon is currently authorised under Iwm Advisors Australia 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 Certified Financial Planner from FPA. 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
2002
Bachelor of Business (Financial Planning)
RMIT
2005
Graduate Diploma of Applied Finance & Investment
SIA/FINSIA
2006
Certified Financial Planner
FPA