Financial Adviser
· ALFRED COVE, WA
Simon Johns
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236952
Simon Johns is a financial adviser based in Alfred Cove, Western Australia, with 27 years of experience in the financial services industry. Simon is currently authorised under Avalon Advisors 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 (Accounting & Business Law) from Curtin University.
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
1993
Bachelor of Commerce (Accounting & Business Law)
Curtin University
2002
Diploma of Financial Planning
FPA
2013
ASX Listed Products Accreditation Course
LPAC Online Pty Ltd
2014
Self Managed Super Funds
Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
GUILD SUPERANNUATION SERVICES LIMITED
Source: ASIC Financial Advisers Register