Simon Winter
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000446961
- Location
- Perth WA 6000
- Licensee
- Shaw and Partners Limited (AFSL 236048)
- Authorised since
- 14 October 2013
- First provided advice
- 1994
- Qualifications
- Bachelor of Business Major in Finance & Economics, Curtin University (1990); Supperannuation, RMIT University (2003); Accredited Derivatives Adviser Level Two, ASX (2008)
- Advice areas
- superannuation, managed investment schemes, deposit and payment products, derivatives, managed discretionary account services
- Register status
- Current
About Simon Winter
Simon Winter is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000446961.
Simon provides advice as an authorised representative of Shaw and Partners Limited, which holds Australian financial services licence 236048. The current authorisation started on 14 October 2013.
The register records 1994 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Business Major in Finance & Economics (Curtin University, 1990), Supperannuation (RMIT University, 2003) and Accredited Derivatives Adviser Level Two (ASX, 2008).
The authorisation covers advice on superannuation, managed investment schemes, deposit and payment products, derivatives and managed discretionary account services.
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Questions people ask
Is Simon Winter a registered financial adviser?
Yes. Simon Winter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000446961.
Which licensee does Simon Winter work under?
Shaw and Partners Limited, Australian financial services licence 236048.
What can Simon Winter give advice on?
The register lists these advice areas: superannuation; managed investment schemes; deposit and payment products; derivatives; managed discretionary account services.