Simon Christopher Dowd
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283354
- Location
- Norwest NSW 2153
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 7 April 2016
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Advising, Securities Institute Education (2003); Diploma of Financial Planning, FPA Australia (2004); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan Professional (2010); Margin Lending & Geared Investments Program, Kaplan Professional (2010); Self Managed Superannuation Funds Program, Kaplan Professional (2010); Client Engagement Skills Course (FPC007B), Kaplan Higher Education (2020); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Accredited Aged Care Professional Program, Aged Care Steps (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Christopher Dowd
On the Financial Advisers Register kept by ASIC, Simon Christopher Dowd appears as a current financial adviser in Norwest, New South Wales, adviser number 000283354.
The licensee Simon advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 7 April 2016.
According to the register, Simon first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Advising (Securities Institute Education, 2003), Diploma of Financial Planning (FPA Australia, 2004) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan Professional, 2010). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Christopher Dowd a registered financial adviser?
Yes. Simon Christopher Dowd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283354.
Which licensee does Simon Christopher Dowd work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Simon Christopher Dowd give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.