Simon Lawrence Hepple – Financial Adviser

Adviser identifying number: 433441
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: WALSHS FINANCIAL PLANNING PTY LTD
Licence number: 432636
Licensee’s ABN: 82122293912
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SIMON RICHARD JAMES FARMER
Authorised Representative identifying number: 237470
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business – QUT
• Cert IV in Finance & Mortgage Broking – Kaplan
• Financial Planning & Investments – QUT

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

Simon Lawrence Hepple is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation