Simon James McGuirk
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000346151
- Location
- Melbourne VIC 3000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 18 February 2019
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); ASX Listed Products Accreditation Course, LPAC Online (2014); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2014)
- 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 McGuirk
Simon James McGuirk is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000346151).
Simon provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. That authorisation dates from 18 February 2019.
According to the register, Simon first provided financial advice in 2009. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2010), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012). Professional memberships recorded: 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.
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Questions people ask
Is Simon James McGuirk a registered financial adviser?
Yes. Simon James McGuirk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000346151.
Which licensee does Simon James McGuirk work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Simon James McGuirk 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.