Simon Podesta

Name: Simon Podesta
ID: 337161
ABN: –
First Provided Advice: 2009

Qualifications

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

Memberships

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

Licencee

Fortnum Private Wealth Ltd (#357306) Ceased July 10, 2023 – March 21, 2025

Status: Ceased
Licence Holder: Fortnum Private Wealth Ltd (#357306)
Commenced: July 10, 2023
Ceased: March 21, 2025

Matrix Planning Solutions Limited (#238256) Ceased Oct. 8, 2019 – July 10, 2023

Status: Ceased
Licence Holder: Matrix Planning Solutions Limited (#238256)
Commenced: Oct. 8, 2019
Ceased: July 10, 2023

Financial Wisdom Limited (#231138) Ceased May 7, 2009 – Oct. 8, 2019

Status: Ceased
Licence Holder: Financial Wisdom Limited (#231138)
Commenced: May 7, 2009
Ceased: Oct. 8, 2019