Financial Adviser · HELENSVALE, QLD

Simon James Rayner

HELENSVALE, QLD

34 Years experience

Tax advice
authorised

ASIC Registered · ADV 000294110

Licensee

Matrix Planning Solutions Limited

Bundall, QLD (licence address on ASIC register)

View licensee

About Simon James Rayner

Simon James Rayner is a financial adviser based in Helensvale, Queensland, with 34 years of experience in the financial services industry since 1992. Simon works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Simon is a member of Financial Advice Association of Australia (FAAA).

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

1999

Diploma in Financial Markets (8 units)

Securities Institute Education

2005

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2015

Accredited Listed Product Adviser Program

Kaplan Professional

2015

Self Managed Superanuation Funds Program

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jul 2022 - Present Current

A.C.N. 133 593 012 PTY LTD

Jan 2015 - Jul 2022 Ceased

WEALTHSURE PTY LTD

Jul 2009 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register