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:

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