Simon Paul Paterson
Financial Adviser in Birtinya, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247997
- Location
- Birtinya QLD 4575
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2005); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2006); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2010); SMSF Course, University of Adelaide (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Paul Paterson
Simon Paul Paterson is a financial adviser in Birtinya, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000247997.
Simon provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 1 January 2004.
The register records 2000 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Financial Services (Financial Planning) (AMP Limited, 2005), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2010).
Simon is authorised to advise 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Simon Paul Paterson a registered financial adviser?
Yes. Simon Paul Paterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247997.
Which licensee does Simon Paul Paterson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Simon Paul Paterson 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."