Anthony Simpson
Financial Adviser in Manly, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000335442
- Location
- Manly NSW 2095
- Licensee
- Futuro Financial Services Pty Ltd (AFSL 238478)
- Authorised since
- 13 July 2015
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Markets, Finsia (1999); Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Self Managed Superannuation Funds, The Association of Superannuation Funds of Australia Limited (2008); Advanced Diploma of Financial Planning, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Simpson
Anthony Simpson is a financial adviser in Manly, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000335442.
The licensee Anthony advises under is Futuro Financial Services Pty Ltd (AFS licence 238478). The current authorisation started on 13 July 2015.
The register records 2009 as the year Anthony first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Finsia, 1999), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003) and Self Managed Superannuation Funds (The Association of Superannuation Funds of Australia Limited, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.”
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Questions people ask
Is Anthony Simpson a registered financial adviser?
Yes. Anthony Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000335442.
Which licensee does Anthony Simpson work under?
Futuro Financial Services Pty Ltd, Australian financial services licence 238478.
What can Anthony Simpson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds."