Financial Adviser · SUTHERLAND, NSW

Simon Chiang

SUTHERLAND, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000298448

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

Simon Chiang is a financial adviser based in Sutherland, New South Wales, with 21 years of experience in the financial services industry since 2005. Simon is currently authorised under Millennium 3 Financial Services. 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 Bachelor of Business (Banking & Finance) from University of Technology, Sydney.

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Banking & Finance)

University of Technology, Sydney

2002

DFP 1

- FPA

2002

DFP 3

Investment Planning 2 - - FPA

2003

DFP 2

- FPA

2003

DFP 4

- Integratec

Registration History

Millennium 3 Financial Services Pty Ltd

Dec 2008 - Present Current

Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register