Simon James Gagliardi
Financial Adviser in Dutton Park, Queensland, Australia
Review Simon James Gagliardi
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000316789
- Location
- Dutton Park QLD 4102
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 28 August 2014
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Tribeca (2004); Advanced Diploma of Financial Planning, Tribeca (2006)
- 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 Gagliardi
Simon James Gagliardi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dutton Park, Queensland (adviser number 000316789).
The licensee Simon advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 28 August 2014.
The register records 2006 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Financial Planning (Tribeca, 2004) and Advanced Diploma of Financial Planning (Tribeca, 2006). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
Simon is authorised to advise 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.
Reviews
Nobody has reviewed Simon James Gagliardi here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon James Gagliardi a registered financial adviser?
Yes. Simon James Gagliardi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316789.
Which licensee does Simon James Gagliardi work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Simon James Gagliardi 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.