Simon Paul Devlin
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001376
- Location
- Melbourne VIC 3000
- Licensee
- First Samuel Limited (AFSL 225405)
- Authorised since
- 1 May 2008
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2001); Certified Financial Planner, Financial Planning Association of Australia (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Paul Devlin
Simon Paul Devlin is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001001376.
Advice is given under the Australian financial services licence of First Samuel Limited, licence number 225405. That authorisation dates from 1 May 2008.
According to the register, Simon first provided financial advice in 2005. The qualifications listed for Simon include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2001), Certified Financial Planner (Financial Planning Association of Australia, 2011) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Simon is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Simon Paul Devlin a registered financial adviser?
Yes. Simon Paul Devlin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001376.
Which licensee does Simon Paul Devlin work under?
First Samuel Limited, Australian financial services licence 225405.
What can Simon Paul Devlin 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.