Financial Adviser
· PERTH, WA
Simon Clark Montgomery
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000458415
Simon Clark Montgomery is a financial adviser based in Perth, Western Australia, with 25 years of experience in the financial services industry since 2001. Simon is currently authorised under Sentry Advice, operating through Pitcher Partners Wealth Wa. 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 Graduate Diploma of Applied Finance and Investment from FINSIA.
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
2003
Graduate Diploma of Applied Finance and Investment
FINSIA
2011
Margin Lending and Geared Investments
Kaplan
2013
Self Managed Superannuation Fund
Kaplan
2018
Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
Tier 1 Securities and Managed Investments
Kaplan Education Pty Ltd