SIMONE RICHARDSON


Licensee: HENDERSON MATUSCH PTY LTD

SIMONE RICHARDSON (Adviser# 000239985) 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 1, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMONE RICHARDSON
Adviser Number 000239985
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000274484
HENDERSON MATUSCH PTY LTD
Licence ABN 32107343091
Licence Controlled By Access Management Pty Ltd ATF Matusch Family Trust
Adviser Start Date 2004-07-01
Appointing Representative Name HM ADVISORY SERVICES PTY LTD
Appointing Representative Number 000440639
Appointing Representative ABN 31164149213
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SIMONE RICHARDSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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 Services (Financial Planning) Kaplan
Bachelor of Arts in Humanities Griffith University
Diploma of Financial Planning Independant Centre of Financial Training
Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504) AAMC Training Group
Margin Lending Geared Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000274484 HENDERSON MATUSCH PTY LTD
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust
2004-07-01 - HM ADVISORY SERVICES PTY LTD

Licensee Information

Licence Name HENDERSON MATUSCH PTY LTD
Licence Number 000274484
Licence ABN 32107343091

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW DAVID DEUIS Henderson Matusch Pty Ltd Current 2018-08-31
GEORGE ANTHONY EDWARDS Henderson Matusch Pty Ltd Current 2018-03-20
JAYNE MARGARET MARESSE Henderson Matusch Pty Ltd Current 2018-03-20
MARNI JANE MCGRATH Henderson Matusch Pty Ltd Current 2018-03-20
VICKY ANNE GILROY Henderson Matusch Pty Ltd Current 2018-02-01
SHAUN NEMBACH Henderson Matusch Pty Ltd Current 2018-02-01
SARAH NICOLE ROELOFS Henderson Matusch Pty Ltd Current 2017-12-04
KIM MARIE QUINN Henderson Matusch Pty Ltd Current 2017-08-14
STUART JOHN EVES Henderson Matusch Pty Ltd Ceased 2017-06-30
LINA MARIA STONE Henderson Matusch Pty Ltd Current 2017-06-29

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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.