David Simon
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004673
- Location
- Sydney NSW 2000
- Licensee
- Sira Group Pty Ltd (AFSL 278423)
- Authorised since
- 12 July 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, Macquarie University (2003); Diploma of Financial Planning, FINSIA (2005); Self Managed Superannuation Funds, Kaplan Professional Education (2006); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Certified Financial Planner, Financial Planning Association of Australia (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Simon
On the Financial Advisers Register kept by ASIC, David Simon appears as a current financial adviser in Sydney, New South Wales, adviser number 001004673.
David provides advice as an authorised representative of Sira Group Pty Ltd, which holds Australian financial services licence 278423. The current authorisation started on 12 July 2019.
The register records 2001 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 2003), Diploma of Financial Planning (FINSIA, 2005) and Self Managed Superannuation Funds (Kaplan Professional Education, 2006). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Simon a registered financial adviser?
Yes. David Simon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004673.
Which licensee does David Simon work under?
Sira Group Pty Ltd, Australian financial services licence 278423.
What can David Simon 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; standard margin lending.