Simon Gavan Sandy Capp
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260022
- Location
- Parkside SA 5063
- Licensee
- Treehouse FP Pty Ltd (AFSL 559915)
- Authorised since
- 1 November 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, Finders University of South Australia (1997); Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Master of Business Administration, University of Adelaide (2006); 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Gavan Sandy Capp
Simon Gavan Sandy Capp is a financial adviser in Parkside, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001260022.
Advice is given under the Australian financial services licence of Treehouse FP Pty Ltd, licence number 559915. That authorisation dates from 1 November 2024.
The register records 2004 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor of Economics (Finders University of South Australia, 1997), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006). Simon is recorded as a member of 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 7 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 Gavan Sandy Capp a registered financial adviser?
Yes. Simon Gavan Sandy Capp is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260022.
Which licensee does Simon Gavan Sandy Capp work under?
Treehouse FP Pty Ltd, Australian financial services licence 559915.
What can Simon Gavan Sandy Capp give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.