SIMON BRUCE DALGARNO


Licensee: LEADENHALL CORPORATE ADVISORY PTY LTD

SIMON BRUCE DALGARNO (Adviser# 001001251) 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 March 24, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON BRUCE DALGARNO
Adviser Number 001001251
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000293586
LEADENHALL CORPORATE ADVISORY PTY LTD
Licence ABN 11114534619
Licence Controlled By CHALMORI PTY LIMITED
KAJE INVESTMENTS AUSTRALIA PTY LTD
The Trustee for The Wadi Rum Holdings Trust
Wadi Rum Trust [Date Ceased: 27/02/2016]
Adviser Start Date 2015-03-24
Appointing Representative Name LEADENHALL CORPORATE ADVISORY PTY LTD
Appointing Representative Number 000293586
Appointing Representative ABN 11114534619
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Services Institute of Australia
International Association of Consultants, Valuers and Analysts

Authorisations to provide financial product advice

  • SIMON BRUCE DALGARNO
  • ·
  • Derivative
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of Adelaide
Chartered Accountant Business Valuation Specialist Kaplan
Chartered Accountants Australia and New Zealand Institute of Chartered Accountants
Graduate Diploma in Applied Finance & Investments Securities Institute (FINSIA)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000293586 LEADENHALL CORPORATE ADVISORY PTY LTD
Licence controlled by: CHALMORI PTY LIMITED ~ KAJE INVESTMENTS AUSTRALIA PTY LTD ~ The Trustee for The Wadi Rum Holdings Trust ~ Wadi Rum Trust [Date Ceased: 27/02/2016]
2015-03-24 - LEADENHALL CORPORATE ADVISORY PTY LTD

Licensee Information

Licence Name LEADENHALL CORPORATE ADVISORY PTY LTD
Licence Number 000293586
Licence ABN 11114534619

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID CRAIG PEARSON Leadenhall Corporate Advisory Pty Ltd Current 2015-09-08
RICHARD CHARLES NORRIS Leadenhall Corporate Advisory Pty Ltd Current 2015-09-01
TIMOTHY OWEN LEBBON Leadenhall Corporate Advisory Pty Ltd Current 2007-04-26

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID CRAIG PEARSON Leadenhall Corporate Advisory Pty Ltd Current 2015-09-08
RICHARD CHARLES NORRIS Leadenhall Corporate Advisory Pty Ltd Current 2015-09-01
TIMOTHY OWEN LEBBON Leadenhall Corporate Advisory Pty Ltd Current 2007-04-26

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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.