Simon John Clifford
Financial Adviser in Parramatta, New South Wales, Australia
Review Simon John Clifford
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 number000238224
- Location
- Parramatta NSW 2150
- Licensee
- FP Advice Pty Limited (AFSL 520310)
- Authorised since
- 18 July 2020
- First provided advice
- 1990
- Qualifications
- Certified Financial Planner, Financial Planning Association (1997); Diploma of Financial Planning, Financial Planning Association (1997); Master of Business Administration, Macquarie Graduate School of Management (2001); Margin Lending and Geared Investments, Kaplan (2010); Accredited Adviser, Family Business Australia (2014); Self Managed Superannuation Funds, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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 John Clifford
Simon John Clifford is a financial adviser in Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000238224.
Advice is given under the Australian financial services licence of FP Advice Pty Limited, licence number 520310. The current authorisation started on 18 July 2020.
According to the register, Simon first provided financial advice in 1990. Qualifications and training on file include Certified Financial Planner (Financial Planning Association, 1997), Diploma of Financial Planning (Financial Planning Association, 1997) and Master of Business Administration (Macquarie Graduate School of Management, 2001). 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.
Reviews
Nobody has reviewed Simon John Clifford here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon John Clifford a registered financial adviser?
Yes. Simon John Clifford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238224.
Which licensee does Simon John Clifford work under?
FP Advice Pty Limited, Australian financial services licence 520310.
What can Simon John Clifford 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.