Financial Adviser
· DUTTON PARK, QLD
Simon James Gagliardi
No disciplinary history on record with ASIC
DUTTON PARK,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316789
About Simon James Gagliardi
Simon James Gagliardi is a financial adviser based in Dutton Park, Queensland, with 20 years of experience in the financial services industry since 2006. Simon is currently authorised under Personal Financial Services. 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 Advanced Diploma of Financial Planning from Tribeca. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Tribeca
2006
Advanced Diploma of Financial Planning
Tribeca
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
ACN 003 344 232 LIMITED
Source: ASIC Financial Advisers Register