Simon Dundas-Smith
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000437902
- Location
- Mornington VIC 3931
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 27 November 2021
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2013); Bachelor of Business (Financial Planning), RMIT (2013); (FChFP) Fellow Chartered Financial Practitioner, Association of Financial Advisers (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Dundas-Smith
Simon Dundas-Smith is a financial adviser in Mornington, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000437902.
The licensee Simon advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 27 November 2021.
According to the register, Simon first provided financial advice in 2011. The qualifications listed for Simon include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Accredited Listed Product Adviser Program (Kaplan Professional, 2013) and Bachelor of Business (Financial Planning) (RMIT, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Dundas-Smith a registered financial adviser?
Yes. Simon Dundas-Smith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000437902.
Which licensee does Simon Dundas-Smith work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Simon Dundas-Smith 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.