Financial Adviser · MORDIALLOC, VIC

Simon Andrew Kelman

MORDIALLOC, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342608

Currently at

Dja Capital

Beaumaris, VIC (firm address)

View firm profile

About Simon Andrew Kelman

Simon Andrew Kelman is a financial adviser based in Mordialloc, Victoria, with 17 years of experience in the financial services industry since 2009. Simon is currently authorised under Dja Capital. 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 Services (Financial Planning) FNS60404 from Kaplan Professional Education. Simon is a member of 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

2009

Diploma of Financial Services (Financial Planning) FNS50804

Kaplan Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning) FNS60404

Kaplan Professional Education

2012

FNS10 Financial Services Training Package

Terra Cordis Pty Ltd

Registration History

Dja Capital Pty. Ltd.

Jun 2018 - Present Current

DOVER FINANCIAL ADVISERS PTY LTD

Feb 2014 - Jun 2018 Ceased

Charter Financial Planning Limited

May 2012 - Feb 2014 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Dec 2010 - May 2012 Ceased

Akumin Financial Planning Pty Limited

Nov 2009 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register