Simon Rawstron
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000920
- Location
- Brisbane City QLD 4000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 19 August 2019
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Australian Catholic University (1998); Diploma of Financial Planning, Financial Planning Association of Australia Ltd (2002); Master of Financial Planning, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Rawstron
On the Financial Advisers Register kept by ASIC, Simon Rawstron appears as a current financial adviser in Brisbane City, Queensland, adviser number 001000920.
Simon provides advice as an authorised representative of Bridges Financial Services Pty Limited, which holds Australian financial services licence 240837. That authorisation dates from 19 August 2019.
The register records 1997 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Business (Australian Catholic University, 1998), Diploma of Financial Planning (Financial Planning Association of Australia Ltd, 2002) and Master of Financial Planning (Kaplan Education Pty Ltd, 2019).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.”
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Questions people ask
Is Simon Rawstron a registered financial adviser?
Yes. Simon Rawstron is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000920.
Which licensee does Simon Rawstron work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Simon Rawstron give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only."