Simon Boom
Financial Adviser in Nowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000456297
- Location
- Nowra NSW 2541
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 14 December 2020
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance and Financial Planning), University of Wollongong (2011); Certified Financial Planner (CFP), Financial Advice Association of Australia Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Boom
Simon Boom is a financial adviser in Nowra, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000456297.
Simon provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. That authorisation dates from 14 December 2020.
According to the register, Simon first provided financial advice in 2014. Qualifications and training on file include Bachelor of Commerce (Finance and Financial Planning) (University of Wollongong, 2011), Certified Financial Planner (CFP) (Financial Advice Association of Australia Limited, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 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 Boom a registered financial adviser?
Yes. Simon Boom is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456297.
Which licensee does Simon Boom work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Simon Boom 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; derivatives; foreign exchange contracts.