Simon Clark Thompson
Financial Adviser in Glen Iris, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290160
- Location
- Glen Iris VIC 3146
- Licensee
- Acumen Asset Management Pty Ltd (AFSL 241420)
- Authorised since
- 7 June 2005
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Finance & Financial Planning), Deakin University (2004); Graduate Diploma of Applied Finance and Investment, FINSIA (2009); Self Managed Superannuation Association of Australia Specialist Accreditation, SPAA (2011); Ethics and Professialism in Financial Advice, Kaplan Professional (2019)
- Memberships
- SMSF Association
- 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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Clark Thompson
Simon Clark Thompson is a financial adviser in Glen Iris, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000290160.
The licensee Simon advises under is Acumen Asset Management Pty Ltd (AFS licence 241420). That authorisation dates from 7 June 2005.
The register records 2007 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance & Financial Planning) (Deakin University, 2004), Graduate Diploma of Applied Finance and Investment (FINSIA, 2009) and Self Managed Superannuation Association of Australia Specialist Accreditation (SPAA, 2011). Professional memberships recorded: SMSF Association.
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Thompson a registered financial adviser?
Yes. Simon Clark Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290160.
Which licensee does Simon Clark Thompson work under?
Acumen Asset Management Pty Ltd, Australian financial services licence 241420.
What can Simon Clark Thompson 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; foreign exchange contracts.