Simon Clark Montgomery
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000458415
- Location
- West Perth WA 6005
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 25 October 2019
- First provided advice
- 2001
- Qualifications
- Graduate Diploma of Applied Finance and Investment, FINSIA (2003); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Fund, Kaplan (2013); Diploma of Financial Planning, Kaplan Education Pty Ltd (2018); Tier 1 Securities and Managed Investments, Kaplan Education Pty Ltd (2019)
- 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 Clark Montgomery
On the Financial Advisers Register kept by ASIC, Simon Clark Montgomery appears as a current financial adviser in West Perth, Western Australia, adviser number 000458415.
Advice is given under the Australian financial services licence of Sentry Advice Pty Ltd, licence number 227748. That authorisation dates from 25 October 2019.
According to the register, Simon first provided financial advice in 2001. The qualifications listed for Simon include Graduate Diploma of Applied Finance and Investment (FINSIA, 2003), Margin Lending and Geared Investments (Kaplan, 2011) and Self Managed Superannuation Fund (Kaplan, 2013).
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 Clark Montgomery a registered financial adviser?
Yes. Simon Clark Montgomery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000458415.
Which licensee does Simon Clark Montgomery work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Simon Clark Montgomery 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.