Financial Adviser
· MELBOURNE, VIC
Simon Paul Devlin
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001376
Simon Paul Devlin is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Simon is currently authorised under First Samuel Limited, operating through First Samuel. 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 Financial Planning Association of Australia. Simon is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2001
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2011
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional