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: 01/09/2011
The date the Financial Adviser ceased the appointment: 30/01/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: