SIMON VICTOR-GORDON


Licensee: HNW PLANNING PTY LTD

SIMON VICTOR-GORDON (Adviser# 000457045) 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 May 30, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON VICTOR-GORDON
Adviser Number 000457045
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000225216
HNW PLANNING PTY LTD
Licence ABN 42083745055
Licence Controlled By HNW GROUP HOLDINGS PTY LIMITED
Adviser Start Date 2015-05-30
Appointing Representative Name HNW PLANNING PTY LTD
Appointing Representative Number 000225216
Appointing Representative ABN 42083745055

Authorisations to provide financial product advice

  • SIMON VICTOR-GORDON
  • ·
  • 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
Advanced Diploma of Financial Planning (Practice Management) Integrity Education Group
Diploma of Financial Planning Integrity Education Group
Diploma of Life Insurance Integrity Education Group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225216 HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
2015-05-30 - HNW PLANNING PTY LTD
000423717 ACN 143 933 644 PTY LTD
Licence controlled by: ACN 161 598 938 PTY LTD
2014-11-03 - 2015-05-29 IRIDIUM FINANCIAL PLANNING PTY LTD
000423717 ACN 143 933 644 PTY LTD
Licence controlled by: ACN 161 598 938 PTY LTD
2014-04-22 - 2014-12-05 SIMON VICTOR-GORDON
000309996 INSIGHT INVESTMENT SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2013-09-20 - 2014-04-22

Licensee Information

Licence Name HNW PLANNING PTY LTD
Licence Number 000225216
Licence ABN 42083745055

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM JAMES SMITH Hnw Planning Pty Ltd Current 2018-07-23
FRANK GERALD MONAGHAN Hnw Planning Pty Ltd Current 2018-07-06
PHILLIP HAKIM Hnw Planning Pty Ltd Current 2018-07-04
BOB BACKER Hnw Planning Pty Ltd Current 2018-07-02
DANIELLE NASTOV Hnw Planning Pty Ltd Current 2018-07-02
ANDREW SIDNEY GRANT Hnw Planning Pty Ltd Current 2018-06-02
RUSSELL WADEY Hnw Planning Pty Ltd Current 2018-06-01
JULIAN SUMNER CATLOW Hnw Planning Pty Ltd Ceased 2018-04-20
MARIO ZANNETTOU Hnw Planning Pty Ltd Current 2018-03-02
DARREN JOHN TAPPOURAS Hnw Planning Pty Ltd Current 2018-01-22

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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.