Simon Alan Reed
Financial Adviser in Fotitude Valley, Queensland, Australia
Review Simon Alan Reed
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000259428
- Location
- Fotitude Valley QLD 4006
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 2001
- Qualifications
- Diploma of Education, University of New England (1985); Graduate Diploma in Applied Finance, Securities Institute of Australia (1989); Ethics and Professional Relationships, QUT (2020)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Alan Reed
Simon Alan Reed is a financial adviser in Fotitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000259428.
Simon provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 10 March 2004.
The register records 2001 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Education (University of New England, 1985), Graduate Diploma in Applied Finance (Securities Institute of Australia, 1989) and Ethics and Professional Relationships (QUT, 2020). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Simon Alan Reed here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Alan Reed a registered financial adviser?
Yes. Simon Alan Reed is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259428.
Which licensee does Simon Alan Reed work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Simon Alan Reed give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.