Simon Curtain
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001112
- Location
- Melbourne VIC 3004
- Licensee
- Hewison & Associates Pty. Ltd. (AFSL 227185)
- Authorised since
- 9 February 2009
- First provided advice
- 2009
- Qualifications
- Graduate Diploma in Financial Planning, Financial Services Institute of Australasia (FINSIA) (2008); Certfied Financial Planner (CFP), Financial Advice Association of Australia (2009); Master of Applied Finance, Kaplan Professional (2011); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Curtain
Simon Curtain is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001001112).
The licensee Simon advises under is Hewison & Associates Pty. Ltd. (AFS licence 227185). That authorisation dates from 9 February 2009.
The register records 2009 as the year Simon first provided financial advice. The qualifications listed for Simon include Graduate Diploma in Financial Planning (Financial Services Institute of Australasia (FINSIA), 2008), Certfied Financial Planner (CFP) (Financial Advice Association of Australia, 2009) and Master of Applied Finance (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and 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 Curtain a registered financial adviser?
Yes. Simon Curtain is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001112.
Which licensee does Simon Curtain work under?
Hewison & Associates Pty. Ltd., Australian financial services licence 227185.
What can Simon Curtain 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; derivatives.