MICHAEL DAVID SIMMONS

Licensee: SIMMONS FINANCIAL SERVICES PTY LTD

MICHAEL DAVID SIMMONS (Adviser# 000258936) 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 12, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL DAVID SIMMONS
Adviser Number 000258936
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000301661
SIMMONS FINANCIAL SERVICES PTY LTD
Licence ABN 14095092667
Licence Controlled By THE CORPORATE CLINIC PROPRIETARY LIMITED
Adviser Start Date 2006-07-12
Appointing Representative Name SIMMONS FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000301661
Appointing Representative ABN 14095092667
Memberships CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
SMSF Association
Taxation Institute of Australia

Authorisations to provide financial product advice

  • MICHAEL DAVID SIMMONS
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Monash University
Fellow CPA Australia
Fellow Institute of Chartered Accountants in Australia & NZ
Financial Planning Specialisation CPA Australia
Self Managed Superannuation Fund Specialist Auditor Self Managed Super Fund Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000301661 SIMMONS FINANCIAL SERVICES PTY LTD
Licence controlled by: THE CORPORATE CLINIC PROPRIETARY LIMITED
2006-07-12 - SIMMONS FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name SIMMONS FINANCIAL SERVICES PTY LTD
Licence Number 000301661
Licence ABN 14095092667

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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.