Malcolm Simpson
Financial Adviser in Glenelg, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327518
- Location
- Glenelg SA 5045
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 November 2021
- First provided advice
- 2008
- Qualifications
- Graduate Diploma of Financial Planning, FINSIA Education (2008); Certified Financial Planner Education Program, FPA Australia (2013); Self Managed Superannuation Funds Course, AAMC Training Group (2015)
- Memberships
- Certfied Financial Planner (CFP) of the Financial Planning Association of Australia; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Malcolm Simpson
Malcolm Simpson is a financial adviser in Glenelg, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000327518.
The licensee Malcolm advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 11 November 2021.
The register records 2008 as the year Malcolm first provided financial advice. The qualifications listed for Malcolm include Graduate Diploma of Financial Planning (FINSIA Education, 2008), Certified Financial Planner Education Program (FPA Australia, 2013) and Self Managed Superannuation Funds Course (AAMC Training Group, 2015). Malcolm is recorded as a member of Certfied Financial Planner (CFP) of the Financial Planning Association of Australia and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Malcolm Simpson a registered financial adviser?
Yes. Malcolm Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327518.
Which licensee does Malcolm Simpson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Malcolm Simpson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.