SIMON BYRNE


Licensee: IWM ADVISORS AUSTRALIA PTY LTD

SIMON BYRNE (Adviser# 000240634) 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 March 19, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON BYRNE
Adviser Number 000240634
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000343582
IWM ADVISORS AUSTRALIA PTY LTD
Licence ABN 38133517021
Licence Controlled By BRIAN TREVOR SELLICK
Adviser Start Date 2010-03-19
Appointing Representative Name IWM ADVISORS AUSTRALIA PTY LTD
Appointing Representative Number 000343582
Appointing Representative ABN 38133517021
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SIMON BYRNE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Financial Planning) RMIT
Certified Financial Planner FPA
Graduate Diploma of Applied Finance & Investment SIA/FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000343582 IWM ADVISORS AUSTRALIA PTY LTD
Licence controlled by: BRIAN TREVOR SELLICK
2010-03-19 - IWM ADVISORS AUSTRALIA PTY LTD

Licensee Information

Licence Name IWM ADVISORS AUSTRALIA PTY LTD
Licence Number 000343582
Licence ABN 38133517021

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JONATHAN COULTAS Iwm Advisors Australia Pty Ltd Current 2018-07-31
FRANK PEH Iwm Advisors Australia Pty Ltd Current 2010-06-03
BRIAN TREVOR SELLICK Iwm Advisors Australia Pty Ltd Current 2010-03-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JONATHAN COULTAS Iwm Advisors Australia Pty Ltd Current 2018-07-31
FRANK PEH Iwm Advisors Australia Pty Ltd Current 2010-06-03
BRIAN TREVOR SELLICK Iwm Advisors Australia Pty Ltd Current 2010-03-19

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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.