SIMON JOHNS (Adviser# 000236952) 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 6, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SIMON JOHNS |
| Adviser Number | 000236952 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000385845 NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 64141607098 |
| Adviser Start Date | 2017-07-06 |
| Appointing Representative Name | AVALON ADVISORS PTY LTD |
| Appointing Representative Number | 001256212 |
| Appointing Representative ABN | 57619130817 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Accreditation Course | LPAC Online Pty Ltd |
| Bachelor of Commerce (Accounting & Business Law) | Curtin University |
| Diploma of Financial Planning | FPA |
| Margin Lending & Geared Investments | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2017-07-06 - | AVALON ADVISORS PTY LTD |
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2014-12-22 - 2017-03-03 | NEO FINANCIAL SOLUTIONS PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2011-09-21 - 2014-12-22 | SIMON JOHNS |
| 000225590 | GUILD SUPERANNUATION SERVICES LIMITED | 2008-05-05 - 2011-07-01 | SIMON JOHNS |
| Licence Name | NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000385845 |
| Licence ABN | 64141607098 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAMIAN PETER CAVENEY | Neo Financial Solutions Pty Ltd | Current | 2018-07-01 |
| BRENDON HUNT | Neo Financial Solutions Pty Ltd | Current | 2018-06-27 |
| WAYNE ANTHONY DUNCAN | Neo Financial Solutions Pty Ltd | Current | 2018-02-15 |
| JAGMOHAN SINGH | Neo Financial Solutions Pty Ltd | Ceased | 2018-02-09 |
| DOMENICO PAUL COSTANZO | Neo Financial Solutions Pty Ltd | Current | 2017-11-30 |
| PETER JIANCHAO XU | Neo Financial Solutions Pty Ltd | Current | 2017-11-27 |
| GREGG KRISTIAN WATTS | Neo Financial Solutions Pty Ltd | Current | 2017-10-09 |
| JEROME HANS PAUL WARE ORR-YOUNG | Neo Financial Solutions Pty Ltd | Current | 2017-09-20 |
| ANTONIO GIUSEPPE RACCUIA | Neo Financial Solutions Pty Ltd | Current | 2017-08-09 |
| KIM BRADLEY FEWINGS | Neo Financial Solutions Pty Ltd | Current | 2017-06-26 |
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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.