Financial Adviser
· WEST PERTH, WA
Simon James Sydney Chesson
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236517
Simon James Sydney Chesson is a financial adviser based in West Perth, Western Australia, with 23 years of experience in the financial services industry. Simon is currently authorised under Austasia Financial Planning 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 Financial Planning Association of Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Certified Financial Planner
Financial Planning Association of Australia
1999
Certified Practising Accountant with specialisation in Financial Planning
CPA Australia
2011
Margin Lending Accreditation Program
Financial Essentials
2011
SMSF Specialist Adviser Accreditation Course
Self Manager Superfund Professionals Association of Australia
2015
Diploma of Finance and Mortgage Broking Management
KAPLAN