Simon Richard James Farmer – Financial Adviser
Adviser identifying number: 237470
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
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: 23/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WALSHS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 432636
Authorised Representative’s ABN: 82122293912
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:
- Advanced Diploma of Financial Planning – Kaplan
- Bachelor of Business – University of Queensland
- Cert IV Finance Mortgage Broking – Kaplan
- Margin Lending – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Tax Practitioners Board
Simon Richard James Farmer 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
- Margin Lending Facility / Standard Margin Lending Facility