Simon Charles Carrie
Financial Adviser in Toowoomba City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307480
- Location
- Toowoomba City QLD 4350
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 25 October 2019
- First provided advice
- 1997
- Qualifications
- Investment Planning 2, Tribeca (2004); Taxation Planning, Tribeca (2004); Policy Statement 146 Knowledge Assessment, Tribeca (2005); The Strategic Advice Steps for Aged Care, Aged Care Steps (2017); ASX Listed Products Accreditation, LPAC Online (2018)
- 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 Charles Carrie
Simon Charles Carrie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoomba City, Queensland (adviser number 000307480).
Advice is given under the Australian financial services licence of Loyalty Financial Services Pty Ltd, licence number 227096. That authorisation dates from 25 October 2019.
The register records 1997 as the year Simon first provided financial advice. Qualifications and training on file include Investment Planning 2 (Tribeca, 2004), Taxation Planning (Tribeca, 2004) and Policy Statement 146 Knowledge Assessment (Tribeca, 2005).
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 Charles Carrie a registered financial adviser?
Yes. Simon Charles Carrie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307480.
Which licensee does Simon Charles Carrie work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Simon Charles Carrie 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.