Simon Byrne
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000240634
- Location
- South Yarra VIC 3141
- Licensee
- Iwm Advisors Australia Pty Ltd (AFSL 343582)
- Authorised since
- 19 March 2010
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Financial Planning), RMIT (2002); Graduate Diploma of Applied Finance & Investment, SIA/FINSIA (2005); Certified Financial Planner, FPA (2006)
- 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 Byrne
Simon Byrne is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000240634).
Simon provides advice as an authorised representative of Iwm Advisors Australia Pty Ltd, which holds Australian financial services licence 343582. The current authorisation started on 19 March 2010.
According to the register, Simon first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT, 2002), Graduate Diploma of Applied Finance & Investment (SIA/FINSIA, 2005) and Certified Financial Planner (FPA, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Byrne a registered financial adviser?
Yes. Simon Byrne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000240634.
Which licensee does Simon Byrne work under?
Iwm Advisors Australia Pty Ltd, Australian financial services licence 343582.
What can Simon Byrne 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.