Simon Philip Tenner
Financial Adviser in Balwyn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000386197
- Location
- Balwyn VIC 3103
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 21 August 2020
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Group (2010); Commercial Law, Kaplan Education Pty Ltd (2026); Tax for Financial Advising, Kaplan Education Pty Ltd (2026)
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Philip Tenner
Simon Philip Tenner is a financial adviser in Balwyn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000386197.
Simon provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 21 August 2020.
According to the register, Simon first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education Group, 2010), Commercial Law (Kaplan Education Pty Ltd, 2026) and Tax for Financial Advising (Kaplan Education Pty Ltd, 2026).
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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Simon Philip Tenner a registered financial adviser?
Yes. Simon Philip Tenner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000386197.
Which licensee does Simon Philip Tenner work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Simon Philip Tenner 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)."