Simon Paul Sheffield Young
Financial Adviser in Wayville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315373
- Location
- Wayville SA 5034
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 19 April 2021
- First provided advice
- 1996
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2004); Self Managed Superannuation Funds, Kaplan Professional (2012); Accredited Listed Product Adviser, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan (2024)
- 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Paul Sheffield Young
On the Financial Advisers Register kept by ASIC, Simon Paul Sheffield Young appears as a current financial adviser in Wayville, South Australia, adviser number 000315373.
The licensee Simon advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 19 April 2021.
The register records 1996 as the year Simon first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2004), Self Managed Superannuation Funds (Kaplan Professional, 2012) and Accredited Listed Product Adviser (Kaplan Professional, 2014). 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 7 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 Sheffield Young a registered financial adviser?
Yes. Simon Paul Sheffield Young is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315373.
Which licensee does Simon Paul Sheffield Young work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Simon Paul Sheffield Young give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.