Simon James Backman
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000087
- Location
- Bundall QLD 4217
- Licensee
- Anova Advice Group Pty Ltd (AFSL 537916)
- Authorised since
- 1 September 2022
- First provided advice
- 2008
- Qualifications
- Bachelor Health Science (Clin Sc), Griffith University (2007); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2009); Self Managed Superannuation Funds, Kaplan Professional (2010); Tier 1 Margin Lending, Kaplan Professional (2012); Bachelor of Commerce (Econ), Griffith University (2015)
- 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 James Backman
Simon James Backman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundall, Queensland (adviser number 001000087).
Simon provides advice as an authorised representative of Anova Advice Group Pty Ltd, which holds Australian financial services licence 537916. The current authorisation started on 1 September 2022.
The register records 2008 as the year Simon first provided financial advice. The qualifications listed for Simon include Bachelor Health Science (Clin Sc) (Griffith University, 2007), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2009) and Self Managed Superannuation Funds (Kaplan Professional, 2010). 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 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 James Backman a registered financial adviser?
Yes. Simon James Backman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000087.
Which licensee does Simon James Backman work under?
Anova Advice Group Pty Ltd, Australian financial services licence 537916.
What can Simon James Backman 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.