Financial Adviser
· SYDNEY, NSW
Simon Karl Wulf
No disciplinary history on record with ASIC
SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254610
About Simon Karl Wulf
Simon Karl Wulf is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Simon is currently authorised under Efs Advice. 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 (Financial Planning) from RMIT University. Simon is a member of Financial Advice Association of Australia (FAAA).
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
2016
Bachelor of Business (Financial Planning)
RMIT University
2017
Diploma of Financial Planning
CPA Australia
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Superannuation excludes SMSF.
ADVICE TODAY PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register