Financial Adviser · ALBURY, NSW

Simon Ash Barlow

ALBURY, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000266793

Currently at

G & S Financial Solutions

Albury, NSW (firm address)

View firm profile

About Simon Ash Barlow

Simon Ash Barlow is a financial adviser based in Albury, New South Wales, with 21 years of experience in the financial services industry since 2005. Simon is currently authorised under G & S Financial Solutions, operating through G & S Financial Solutions. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Business (Accounting) from Charles Sturt University. Simon is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Accounting)

Charles Sturt University

2003

Graduate Diploma in Financial Planning (Historical SIA/FINSIA)

FINSIA

2015

Self Managed Superannuation Funds

Kaplan

2017

Accredited Listed Product Adviser Program

Kaplan

2020

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

G & S Financial Solutions Pty Ltd

Feb 2018 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2016 - Jan 2018 Ceased

Government Debentures, Stocks or Bonds: class of product only.

SECURITOR FINANCIAL GROUP PTY LIMITED

Apr 2014 - Sep 2016 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Jul 2005 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register