SIMON BRIGGS (Adviser# 001000814) 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 6, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SIMON BRIGGS |
| Adviser Number | 001000814 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000494858 KEEP WEALTH PARTNERS PTY LTD |
| Licence ABN | 97616728164 |
| Adviser Start Date | 2017-06-06 |
| Appointing Representative Name | KEEP WEALTH PARTNERS PTY LTD |
| Appointing Representative Number | 000494858 |
| Appointing Representative ABN | 97616728164 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Hons) | University of Wales |
| Certified Financial Planner | Financial Planning Association of Australia |
| Financial Planning Certificate | Chartered Insurance Institute (UK) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000494858 | KEEP WEALTH PARTNERS PTY LTD | 2017-06-06 - | KEEP WEALTH PARTNERS PTY LTD |
| 000229887 | PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD. | 2004-03-16 - 2016-12-23 | PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD. |
| Licence Name | KEEP WEALTH PARTNERS PTY LTD |
| Licence Number | 000494858 |
| Licence ABN | 97616728164 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRENDAN FAHY | Keep Wealth Partners Pty Ltd | Current | 2017-06-06 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRENDAN FAHY | Keep Wealth Partners Pty Ltd | Current | 2017-06-06 |
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| 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.