Financial Adviser · GLEN IRIS, VIC

Simon Clark Thompson

GLEN IRIS, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000290160

Currently at

Acumen Asset Management

Glen Iris, VIC (firm address)

View firm profile

Simon Clark Thompson is a financial adviser based in Glen Iris, Victoria, with 19 years of experience in the financial services industry since 2007. Simon is currently authorised under Acumen Asset 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 Bachelor of Commerce (Finance & Financial Planning) from Deakin University. Simon is a member of SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (Finance & Financial Planning)

Deakin University

2009

Graduate Diploma of Applied Finance and Investment

FINSIA

2011

Self Managed Superannuation Association of Australia Specialist Accreditation

SPAA

2019

Ethics and Professialism in Financial Advice

Ethics - Kaplan Professional

Registration History

Acumen Asset Management Pty Ltd

Jun 2005 - Present Current

GPL (VIC) PTY LTD

Apr 2011 - Oct 2013 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Feb 2009 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register