SIMON JAMES LYNCH


Licensee: WILSONS ADVISORY AND STOCKBROKING LIMITED

SIMON JAMES LYNCH (Adviser# 001233834) 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 24, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON JAMES LYNCH
Adviser Number 001233834
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000238375
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence ABN 68010529665
Licence Controlled By PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016]
WILSONS HOLDING COMPANY PTY LTD
Adviser Start Date 2015-07-24
Appointing Representative Name WILSONS ADVISORY AND STOCKBROKING LIMITED
Appointing Representative Number 000238375
Appointing Representative ABN 68010529665

Authorisations to provide financial product advice

  • SIMON JAMES LYNCH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Royal Melbourne Institute of Technology
Margin Lending Stockbrokers Association of Australia
Master of Applied Finance Macquarie University
Securities and Managed Investments Stockbrokers Association of Australia
Superannuation Accreditation Stockbrokers Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238375 WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD
2015-07-24 - WILSONS ADVISORY AND STOCKBROKING LIMITED
000231127 CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]
2014-02-28 - 2015-07-13
000343704 INTERNATIONAL STANDARD ASSET MANAGEMENT ASIA PACIFIC PTY LTD 2010-01-01 - 2014-02-27

Licensee Information

Licence Name WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence Number 000238375
Licence ABN 68010529665

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATTHEW MARTIN Wilsons Advisory and Stockbroking Limited Current 2018-07-27
OLIVER PEREIRA Wilsons Advisory and Stockbroking Limited Current 2018-07-26
DAVID PARSONS Wilsons Advisory and Stockbroking Limited Current 2018-06-25
JON BISHOP Wilsons Advisory and Stockbroking Limited Current 2018-06-11
AXEL JOHN RAFTOS Wilsons Advisory and Stockbroking Limited Current 2018-06-11
SCOTT SANDERS Wilsons Advisory and Stockbroking Limited Current 2018-03-06
TODD LUKE COLE Wilsons Advisory and Stockbroking Limited Current 2018-02-07
MATTHEW DAVID ROSE Wilsons Advisory and Stockbroking Limited Current 2018-01-25
FRANK KIDENYA Wilsons Advisory and Stockbroking Limited Current 2018-01-24
MATTHEW CRICK Wilsons Advisory and Stockbroking Limited 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.