Simon Briggs
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000814
- Location
- Melbourne VIC 3000
- Licensee
- Keep Wealth Partners Pty Ltd (AFSL 494858)
- Authorised since
- 6 June 2017
- First provided advice
- 2003
- Qualifications
- Bachelor of Economics (Hons), University of Wales (1997); Financial Planning Certificate, Chartered Insurance Institute (UK) (2000); Certified Financial Planner, Financial Planning Association of Australia (2005)
- 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 Simon Briggs
Simon Briggs is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000814.
Simon provides advice as an authorised representative of Keep Wealth Partners Pty Ltd, which holds Australian financial services licence 494858. The current authorisation started on 6 June 2017.
According to the register, Simon first provided financial advice in 2003. The qualifications listed for Simon include Bachelor of Economics (Hons) (University of Wales, 1997), Financial Planning Certificate (Chartered Insurance Institute (UK), 2000) and Certified Financial Planner (Financial Planning Association of Australia, 2005). Professional memberships recorded: 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 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 Simon Briggs a registered financial adviser?
Yes. Simon Briggs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000814.
Which licensee does Simon Briggs work under?
Keep Wealth Partners Pty Ltd, Australian financial services licence 494858.
What can Simon Briggs 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.