Simon Dowd

Financial Adviser

ASIC adviser number:
000283354
Qualifications and training:

2003, Diploma of Financial Advising, Advanced Diploma (AQF 6), Securities Institute Education
2004, Diploma of Financial Planning, Advanced Diploma (AQF 6), FPA Australia
2010, ASX Accredited Listed Products Adviser (ALPA) Program, Other, Kaplan Professional
2010, Margin Lending & Geared Investments Program, Other, Kaplan Professional
2010, Self Managed Superannuation Funds Program, Other, Kaplan Professional
2020, Client Engagement Skills Course (FPC007B), Bridging Course, Behavioural Finance, Kaplan Higher Education
2020, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education
2025, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:
2004
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
407, 12 Century Cir
Norwest  NSW  2153
AFS licence holder name:
Alliance Wealth Pty Ltd
AFS licence number:
000449221
Licence controlled by:
Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».