- Home
- Financial Advisers Australia (FAA)
- Simon James Lynch
Simon James Lynch
- Name
- Simon James Lynch
- ID
- 1233834
- ABN
- –
- First Provided Advice
- 2014
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1990 - Bachelor of Business - - Royal Melbourne Institute of Technology
- 1998 - Master of Applied Finance - - Macquarie University
- 2014 - Margin Lending - - Stockbrokers Association of Australia
- 2014 - Securities and Managed Investments - - Stockbrokers Association of Australia
- 2015 - Superannuation Accreditation - - Stockbrokers Association of Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Wilsons Advisory And Stockbroking Limited (#238375)
- Commenced
- July 24, 2015
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
- International Standard Asset Management Asia Pacific Pty Ltd (#343704)
- Commenced
- Jan. 1, 2010
- Ceased
- Feb. 27, 2014
- Status
- Ceased
- Licence Holder
- Lgt Crestone Wealth Management Limited (#231127)
- Commenced
- Feb. 28, 2014
- Ceased
- July 13, 2015