Simon James O’Donnell
Financial Adviser in Hurstville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000497
- Location
- Hurstville NSW 2220
- Licensee
- Integrity Private Wealth Pty Ltd (AFSL 436298)
- Authorised since
- 4 June 2013
- First provided advice
- 1995
- Qualifications
- BA Business and Economics, California Lutheran University (1992); Diploma of Financial Planning, Deakin University (1998); Diploma Applied Finance, Securities Institute of Australia (2002); ADA1, Kaplan (2012)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon James O’Donnell
Simon James O’Donnell is a financial adviser in Hurstville, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001000497.
Advice is given under the Australian financial services licence of Integrity Private Wealth Pty Ltd, licence number 436298. The current authorisation started on 4 June 2013.
The register records 1995 as the year Simon first provided financial advice. Qualifications and training on file include BA Business and Economics (California Lutheran University, 1992), Diploma of Financial Planning (Deakin University, 1998) and Diploma Applied Finance (Securities Institute of Australia, 2002). 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 10 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 O'Donnell a registered financial adviser?
Yes. Simon James O'Donnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000497.
Which licensee does Simon James O'Donnell work under?
Integrity Private Wealth Pty Ltd, Australian financial services licence 436298.
What can Simon James O'Donnell 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; managed discretionary account services.