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