Financial Adviser · BALWYN, VIC

Simon Philip Tenner

BALWYN, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000386197

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Simon Philip Tenner

Simon Philip Tenner is a financial adviser based in Balwyn, Victoria, with 16 years of experience in the financial services industry since 2010. Simon is currently authorised under Lifespan Financial Planning. 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 Diploma of Financial Services (Financial Planning) from Mentor Education Group.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Group

2026

Commercial Law

Kaplan Education Pty Ltd

2026

Tax for Financial Advising

Kaplan Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Aug 2020 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Akumin Financial Planning Pty Limited

Oct 2010 - Aug 2020 Ceased

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