Financial Adviser
· MILTON, QLD
Simon Coombes
No disciplinary history on record with ASIC
MILTON,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000459078
Simon Coombes is a financial adviser based in Milton, Queensland, with 15 years of experience in the financial services industry since 2011. Simon is currently authorised under Alliance Wealth, operating through Direct Wealth. 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 Master of Financial Planning from Kaplan Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2013
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2016
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2016
Graduate Diploma of Financial Planning
Kaplan Education Pty Limited
2017
Master of Financial Planning
Kaplan Education Pty Limited
Registration History
AIW DEALER SERVICES PTY LTD
Not authorised to provide personal advice on Standard Margin Lending.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register