Financial Adviser
· PARKSIDE, SA
Simon Gavan Sandy Capp
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260022
Simon Gavan Sandy Capp is a financial adviser based in Parkside, South Australia, with 22 years of experience in the financial services industry since 2004. Simon is currently authorised under Treehouse Fp. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Master of Business Administration from University of Adelaide. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Economics
Finders University of South Australia
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
Master of Business Administration
University of Adelaide
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register