Simon Harrison
Financial Adviser in Nowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274699
- Location
- Nowra NSW 2541
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 March 2004
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2004); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2006); SMSF Course, University of Adelaide (2014)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Harrison
Simon Harrison is a financial adviser in Nowra, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000274699.
Simon provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 1 March 2004.
According to the register, Simon first provided financial advice in 2004. The qualifications listed for Simon include Diploma of Financial Services (Financial Planning) (AMP Limited, 2004), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and SMSF Course (University of Adelaide, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Simon Harrison a registered financial adviser?
Yes. Simon Harrison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274699.
Which licensee does Simon Harrison work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Simon Harrison 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."