Financial Adviser · WODONGA, VIC

Simon Trevor Cutler

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000317400

Simon Trevor Cutler is a financial adviser based in Wodonga, Victoria, with 18 years of experience in the financial services industry. Simon is currently authorised under Oreana Financial 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 International Institute of Technology Pty Ltd (IIT). Simon is a member of Stockbrokers and Investment Advisers Association (SIAA).

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

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

Registration History

Oreana Financial Services Pty Ltd

Oct 2020 - Present Current

Hnw Planning Pty Ltd

Jul 2015 - Oct 2020 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

May 2014 - Jul 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

QUADRANT SECURITIES PTY LTD

Dec 2009 - May 2014 Ceased

Source: ASIC Financial Advisers Register