Financial Adviser · STRATHALBYN, SA

Simon Harding

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000448430

Simon Harding is a financial adviser based in Strathalbyn, South Australia, with 13 years of experience in the financial services industry since 2013. Simon is currently authorised under Hnw Planning, operating through Harding Wealth Management. 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 Certified Financial Planner from Chartered Institute for Securities & Investment (UK). Simon is a member of CFP Chartered Fellow (Fin Planning) of Chartered Institute for Securities & Investment (CISI) - UK, Certified Financial Planner member of Financial Advice Association of Australia (FAAA), Chartered Wealth Manager of the Chartered Institute for Securities and Investment (CISI) - UK and Diploma qualified member of the Personal Finance Society of Chartered Insurance Institute (CII) - UK.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997
G60 Pensions
Chartered Insurance Institute (CII) - UK
2011
Diploma in Financial Planning
Chartered Insurance Institute (CII) - UK
2012
Certified Financial Planner
Chartered Institute for Securities & Investment (UK)
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy
2014
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
Self Managed Superannuation Funds
Kaplan Professional Education
2016
Certified Financial Planner
Financial Advice Association of Australia
2017
Tax for Financial Advising
Kaplan Professional Education
2018
ASX Accredited Listed Product Adviser
Kaplan Professional Education
2025
Graduate Diploma of Financial Planning
Kaplan Professional Education

Registration History

Mar 2017 - Present Current
Jun 2015 - Mar 2017 Ceased
Restricted from giving advice in Self Managed Superannuation Funds
AON HEWITT FINANCIAL ADVICE LIMITED
Nov 2013 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register