Simon Podesta

Financial Adviser

ASIC adviser number:
000337161
Qualifications and training:

Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional
Bachelor of Commerce (Accounting and Financial Planning), Curtin University
Essential Steps for Aged Care, Aged Care Steps
Margin Lending and Geared Investments, Kaplan
Self Managed Superannuation Funds, Kaplan

FASEA approved qualifications:
None
When adviser first provided advice:
2009
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA), Certified Financial Planner
SMSF Association, SMSF Specialist Advisor (SSA)

Disciplinary action by ASIC:
None
Location:
Unit A 19 Erade Dr
Osborne Park  WA  6017
AFS licence holder name:
Fortnum Private Wealth Ltd
AFS licence number:
000357306
Licence controlled by:
Fortnum Private Wealth Ltd
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».