Simon James Rayner
Financial Adviser in Helensvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000294110
- Location
- Helensvale QLD 4212
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 18 July 2022
- First provided advice
- 1992
- Qualifications
- Diploma in Financial Markets (8 units), Securities Institute Education (1999); Diploma of Financial Services (Financial Planning), Tribeca Learning (2005); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2015); Self Managed Superanuation Funds Program, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022)
- 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 Rayner
On the Financial Advisers Register kept by ASIC, Simon James Rayner appears as a current financial adviser in Helensvale, Queensland, adviser number 000294110.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 18 July 2022.
The register records 1992 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma in Financial Markets (8 units) (Securities Institute Education, 1999), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2005) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). 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 Rayner a registered financial adviser?
Yes. Simon James Rayner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294110.
Which licensee does Simon James Rayner work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Simon James Rayner 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.