1. Home
  2. Financial Advisers Australia (FAA)
  3. Simon Leonard Green

Simon Leonard Green

Name
Simon Leonard Green
ID
244871
ABN
–
First Provided Advice
1999

Qualifications

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

  • 1996 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia
  • 2002 - DFP Competencies (DFP8 & PKE) - Other - FPA Australia
  • 2004 - Self Managed Super Fund Course - Other - Tower Australia
  • 2008 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
  • 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
  • 2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education

Memberships

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

  • CPA Australia (CPA)
  • Certified Financial Planner (CFP) of FAAA
  • Chartered Accountants Australia and New Zealand (CA ANZ)

Licencee

Status
Current
Licence Holder
Professional Investment Services Pty ltd (#234951)
Commenced
Dec. 8, 2003

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