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- Simon Nicholas DE Carro
Simon Nicholas DE Carro
- Name
- Simon Nicholas DE Carro
- ID
- 279273
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2000 - Bachelor of Business - - RMIT
- 2004 - Diploma of Financial Serviuces - - AMP
- 2006 - Advance Diploma of Financial Services - - AMP Financial Planning
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- First Mutual Australia Pty ltd (#423710)
- Commenced
- Jan. 15, 2016
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
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Aug. 13, 2004
- Ceased
- Sept. 20, 2006
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- Sept. 26, 2006
- Ceased
- Nov. 5, 2007
- Status
- Ceased
- Licence Holder
- Aps Melb Pty Ltd (#225982)
- Commenced
- Jan. 18, 2008
- Ceased
- April 20, 2009
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- March 1, 2013
- Ceased
- Dec. 15, 2015
- Status
- Ceased
- Licence Holder
- Supercorp Financial Services Pty Ltd (#247380)
- Commenced
- June 16, 2009
- Ceased
- Oct. 19, 2009
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- Oct. 19, 2009
- Ceased
- Dec. 8, 2011