Simon Coombes
Financial Adviser in Milton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000459078
- Location
- Milton QLD 4064
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 24 January 2020
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2011); Advanced Diploma of Financial Planning, Kaplan Education Pty Limited (2013); Accredited Listed Product Adviser Program, Kaplan Education Pty Limited (2016); Graduate Diploma of Financial Planning, Kaplan Education Pty Limited (2016); Master of Financial Planning, Kaplan Education Pty Limited (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Coombes
On the Financial Advisers Register kept by ASIC, Simon Coombes appears as a current financial adviser in Milton, Queensland, adviser number 000459078.
The licensee Simon advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 24 January 2020.
According to the register, Simon first provided financial advice in 2011. The qualifications listed for Simon include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2011), Advanced Diploma of Financial Planning (Kaplan Education Pty Limited, 2013) and Accredited Listed Product Adviser Program (Kaplan Education Pty Limited, 2016).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 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 Coombes a registered financial adviser?
Yes. Simon Coombes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000459078.
Which licensee does Simon Coombes work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Simon Coombes 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.