Simon Lawrence Hepson
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433441
- Location
- Newstead QLD 4006
- Licensee
- Oxlade Financial Pty Ltd (AFSL 535456)
- Authorised since
- 14 March 2022
- First provided advice
- 2013
- Qualifications
- Bachelor of Business, QUT (2011); Cert IV in Finance & Mortgage Broking, Kaplan (2014); Masters of Financial Planning, Griffith University (2018); Certified Financial Planner, Deakin University (2019); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Lawrence Hepson
On the Financial Advisers Register kept by ASIC, Simon Lawrence Hepson appears as a current financial adviser in Newstead, Queensland, adviser number 000433441.
Advice is given under the Australian financial services licence of Oxlade Financial Pty Ltd, licence number 535456. That authorisation dates from 14 March 2022.
According to the register, Simon first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (QUT, 2011), Cert IV in Finance & Mortgage Broking (Kaplan, 2014) and Masters of Financial Planning (Griffith University, 2018). 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 8 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 Lawrence Hepson a registered financial adviser?
Yes. Simon Lawrence Hepson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433441.
Which licensee does Simon Lawrence Hepson work under?
Oxlade Financial Pty Ltd, Australian financial services licence 535456.
What can Simon Lawrence Hepson 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.