Financial Adviser
· BRISBANE CITY, QLD
Simon Patrick Scallan
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281519
Licensee
Brisbane, QLD (licence address on ASIC register)
About Simon Patrick Scallan
Simon Patrick Scallan is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry since 2004. Simon is currently authorised under Stonehouse Financial Partners. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Commerce (Information Management) from Oxford Brookes University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Information Management)
Oxford Brookes University
2007
Graduate Diploma of Financial Planning
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
UK Pension Transfer Accreditation 10
CBA Internal Accreditation
2014
Borrowing in SMSF
Other - CBA Internal Accreditation
2014
SMSF Core & Insurance Workshop (2014)
CBA Internal Accreditation
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds- Class of product only
Source: ASIC Financial Advisers Register