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