SIMON ANDREW KELMAN


Licensee: DJA CAPITAL PTY. LTD.

SIMON ANDREW KELMAN (Adviser# 000342608) 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 June 22, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON ANDREW KELMAN
Adviser Number 000342608
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000342893
DJA CAPITAL PTY. LTD.
Licence ABN 86140515242
Adviser Start Date 2018-06-22
Appointing Representative Name DJA CAPITAL PTY. LTD.
Appointing Representative Number 000342893
Appointing Representative ABN 86140515242
Memberships SMSF Association

Authorisations to provide financial product advice

  • SIMON ANDREW KELMAN
  • ·
  • 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
Advanced Diploma of Financial Services (Financial Planning) FNS60404 Kaplan Professional Education
Diploma of Financial Services (Financial Planning) FNS50804 Kaplan Education Pty Limited
FNS10 Financial Services Training Package Terra Cordis Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000342893 DJA CAPITAL PTY. LTD. 2018-06-22 - DJA CAPITAL PTY. LTD.
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2014-02-13 - 2018-06-21 DOVER FINANCIAL ADVISERS PTY LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2012-05-17 - 2014-02-13
000234663 JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD
2010-12-13 - 2012-05-17
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2009-11-11 - 2010-12-02

Licensee Information

Licence Name DJA CAPITAL PTY. LTD.
Licence Number 000342893
Licence ABN 86140515242

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BERNARDO MOYANO Dja Capital Pty. Ltd. Current 2018-06-29
RODERICK MAGILL Dja Capital Pty. Ltd. Current 2018-06-22
ANTHONY GEORGE MOORE Dja Capital Pty. Ltd. Current 2018-06-22
FRANCO TRIMBOLI Dja Capital Pty. Ltd. Current 2018-06-22
TYRONE C ABELA Dja Capital Pty. Ltd. Current 2017-06-01
QI JIN Dja Capital Pty. Ltd. Ceased 2014-11-24
HENRY DAVID MALING Dja Capital Pty. Ltd. Current 2012-11-08
DESMOND ROCK Dja Capital Pty. Ltd. Ceased 2011-09-09
LESLIE GEORGE TAYLOR Dja Capital Pty. Ltd. Current 2011-07-01
KIERAN MOORE Dja Capital Pty. Ltd. Ceased 2011-07-01

Competitor

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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.