SIMON JAMES BACKMAN

Licensee: WEALTHADVICE.COM.AU PTY. LIMITED

SIMON JAMES BACKMAN (Adviser# 001000087) 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 3, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON JAMES BACKMAN
Adviser Number 001000087
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000230253
WEALTHADVICE.COM.AU PTY. LIMITED
Licence ABN 23091320446
Adviser Start Date 2013-07-03
Appointing Representative Name WEALTHADVICE.COM.AU PTY. LIMITED
Appointing Representative Number 000230253
Appointing Representative ABN 23091320446
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • SIMON JAMES BACKMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • 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 Kaplan
Bachleor Health Science Griffith University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230253 WEALTHADVICE.COM.AU PTY. LIMITED 2013-07-03 - WEALTHADVICE.COM.AU PTY. LIMITED
000334400 SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd
2008-03-01 - 2012-03-05 SIMON JAMES BACKMAN

Licensee Information

Licence Name WEALTHADVICE.COM.AU PTY. LIMITED
Licence Number 000230253
Licence ABN 23091320446

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JANICE CHERRYL MELVILLE Wealthadvice.com.au Pty. Limited Current 2018-01-15
MARISA ELAYNE BROOME Wealthadvice.com.au Pty. Limited Current 2003-07-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JANICE CHERRYL MELVILLE Wealthadvice.com.au Pty. Limited Current 2018-01-15
MARISA ELAYNE BROOME Wealthadvice.com.au Pty. Limited Current 2003-07-10

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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.