Simon Karl Wulf
Financial Adviser in Sydney, New South Wales, Australia
Review Simon Karl Wulf
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 number001254610
- Location
- Sydney NSW 2000
- Licensee
- Efs Advice Pty Ltd (AFSL 525674)
- Authorised since
- 1 July 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2016); Diploma of Financial Planning, CPA Australia (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Karl Wulf
Simon Karl Wulf is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001254610).
Advice is given under the Australian financial services licence of Efs Advice Pty Ltd, licence number 525674. That authorisation dates from 1 July 2024.
The register records 2017 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT University, 2016), Diploma of Financial Planning (CPA Australia, 2017) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2023). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Simon Karl Wulf here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon Karl Wulf a registered financial adviser?
Yes. Simon Karl Wulf is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254610.
Which licensee does Simon Karl Wulf work under?
Efs Advice Pty Ltd, Australian financial services licence 525674.
What can Simon Karl Wulf 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.