Simon Leonard Green
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244871
- Location
- Southport QLD 4215
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Accountancy, University of South Australia (1996); DFP Competencies (DFP8 & PKE), FPA Australia (2002); Self Managed Super Fund Course, Tower Australia (2004); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Memberships
- CPA Australia (CPA); Certified Financial Planner (CFP) of FAAA; Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Leonard Green
On the Financial Advisers Register kept by ASIC, Simon Leonard Green appears as a current financial adviser in Southport, Queensland, adviser number 000244871.
The licensee Simon advises under is Professional Investment Services Pty Ltd (AFS licence 234951). That authorisation dates from 8 December 2003.
According to the register, Simon first provided financial advice in 1999. The qualifications listed for Simon include Bachelor of Accountancy (University of South Australia, 1996), DFP Competencies (DFP8 & PKE) (FPA Australia, 2002) and Self Managed Super Fund Course (Tower Australia, 2004). Professional memberships recorded: CPA Australia (CPA), Certified Financial Planner (CFP) of FAAA and Chartered Accountants Australia and New Zealand (CA ANZ).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Leonard Green a registered financial adviser?
Yes. Simon Leonard Green is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244871.
Which licensee does Simon Leonard Green work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Simon Leonard Green give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.