Financial Adviser
· MELBOURNE, VIC
Simon Curtain
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001112
Simon Curtain is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Simon is currently authorised under Hewison & Associates, operating through Hewison & Associates. 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 Certfied Financial Planner (CFP) from Financial Advice 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Graduate Diploma in Financial Planning
Financial Services Institute of Australasia (FINSIA)
2009
Certfied Financial Planner (CFP)
Financial Advice Association of Australia
2011
Master of Applied Finance
Kaplan Professional
2011
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education