Simon Andrew Kelman
Financial Adviser in Mordialloc, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342608
- Location
- Mordialloc VIC 3195
- Licensee
- Dja Capital Pty. Ltd. (AFSL 342893)
- Authorised since
- 22 June 2018
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, Kaplan Education Pty Limited (2009); Advanced Diploma of Financial Services (Financial Planning) FNS60404, Kaplan Professional Education (2012); FNS10 Financial Services Training Package, Terra Cordis Pty Ltd (2012)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Andrew Kelman
Simon Andrew Kelman is a financial adviser in Mordialloc, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000342608.
Advice is given under the Australian financial services licence of Dja Capital Pty. Ltd., licence number 342893. That authorisation dates from 22 June 2018.
According to the register, Simon first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) FNS50804 (Kaplan Education Pty Limited, 2009), Advanced Diploma of Financial Services (Financial Planning) FNS60404 (Kaplan Professional Education, 2012) and FNS10 Financial Services Training Package (Terra Cordis Pty Ltd, 2012). Professional memberships recorded: SMSF Association.
Simon is authorised to advise 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.
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Questions people ask
Is Simon Andrew Kelman a registered financial adviser?
Yes. Simon Andrew Kelman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342608.
Which licensee does Simon Andrew Kelman work under?
Dja Capital Pty. Ltd., Australian financial services licence 342893.
What can Simon Andrew Kelman 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.