Simon John Boxshall – Financial Adviser
Adviser identifying number: 317120
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: REGENCY SERVICES (WA) PTY LTD
Licence number: 253120
Licensee’s ABN: 72084349002
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/05/2009
The date the Financial Adviser ceased the appointment: 30/08/2011
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Diploma in Technical Analysis – Australian Technical Analysts Association
- Estate & Business Succession Planning – Iron Group Lawyers
- Graduate Diploma Applied Finance & Investment – FINSIA
- RG 146 Margin Lending & Geared Investments – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: SMSF Association (SA)
Simon John Boxshall is authorised to provide advices on following products: