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Simon Harding

Name
Simon Harding
ID
448430
ABN
–
First Provided Advice
2013

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1997 - G60 Pensions - Other - Chartered Insurance Institute (CII) - UK
  • 2011 - Diploma in Financial Planning - Diploma (AQF 5) - Chartered Insurance Institute (CII) - UK
  • 2014 - Advanced Diploma of Financial Planning (FNS60410) - - Pinnacle Financial Services Academy
  • 2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
  • 2018 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CFP Chartered Fellow of Chartered Institute of Securities and Investment (CISI) - UK
  • CFP member of Financial Planning Association of Australia (FPA)
  • Chartered Wealth Manager of the Chartered Institute of Securities and Investment (CISI) - UK
  • Diploma member of the Personal Finance Society of Chartered Insurance Institute (CII) - UK
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Current
Licence Holder
Hnw Planning Pty ltd (#225216)
Commenced
March 8, 2017

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Alliance Wealth Pty Ltd (#449221)
Commenced
June 10, 2015
Ceased
March 8, 2017
Status
Ceased
Licence Holder
Aon Hewitt Financial Advice Limited (#239183)
Commenced
Nov. 8, 2013
Ceased
June 3, 2015