Simon Carrie

Financial Adviser

ASIC adviser number:
000307480
Qualifications and training:

2004, Investment Planning 2, , Tribeca
2004, Taxation Planning, , Tribeca
2005, Policy Statement 146 Knowledge Assessment, , Tribeca
2017, The Strategic Advice Steps for Aged Care, , Aged Care Steps
2018, ASX Listed Products Accreditation, , LPAC Online

When adviser first provided advice:
1997
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
27 Clifford Street
Toowoomba City  QLD  4350
Website:
https://www.createadvice.com.au/
AFS licence holder name:
Lfg Financial Services Ltd
AFS licence number:
000227096
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».