SIMON JAMES SYDNEY CHESSON


Licensee: AUSTASIA FINANCIAL PLANNING PTY LTD

SIMON JAMES SYDNEY CHESSON (Adviser# 000236517) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON JAMES SYDNEY CHESSON
Adviser Number 000236517
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 11469028620
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000229454
AUSTASIA FINANCIAL PLANNING PTY LTD
Licence ABN 31080213378
Adviser Start Date 2003-07-01
Appointing Representative Name AUSTASIA FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229454
Appointing Representative ABN 31080213378

Authorisations to provide financial product advice

  • SIMON JAMES SYDNEY CHESSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Financial Planning Association of Australia
Certified Practising Accountant with specialisation in Financial Planning CPA Australia
Diploma of Finance and Mortgage Broking Management KAPLAN
Margin Lending Accreditation Program Financial Essentials
SMSF Specialist Adviser Accreditation Course Self Manager Superfund Professionals Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229454 AUSTASIA FINANCIAL PLANNING PTY LTD 2003-07-01 - AUSTASIA FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name AUSTASIA FINANCIAL PLANNING PTY LTD
Licence Number 000229454
Licence ABN 31080213378

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.