Simon John Boxshall
Financial Adviser in Mount Claremont, Western Australia, Australia
Review Simon John Boxshall
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000317120
- Location
- Mount Claremont WA 6010
- Licensee
- Resolute Financial Advisory Pty Ltd (AFSL 436967)
- Authorised since
- 17 May 2013
- First provided advice
- 2007
- Qualifications
- Graduate Diploma in Applied Finance & Investment (Financial Planning), FINSIA (2007); Self Managed Superannuation Funds, Kaplan (2007); Estate & Business Succession Planning, Iron Group Lawyers (2010); Ethics and Professionalism in Financial Advice, Kaplan (2019); ACS Accredited Aged Care Professional, Aged Care Steps (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon John Boxshall
Simon John Boxshall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Claremont, Western Australia (adviser number 000317120).
Simon provides advice as an authorised representative of Resolute Financial Advisory Pty Ltd, which holds Australian financial services licence 436967. That authorisation dates from 17 May 2013.
The register records 2007 as the year Simon first provided financial advice. The qualifications listed for Simon include Graduate Diploma in Applied Finance & Investment (Financial Planning) (FINSIA, 2007), Self Managed Superannuation Funds (Kaplan, 2007) and Estate & Business Succession Planning (Iron Group Lawyers, 2010). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Simon John Boxshall here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon John Boxshall a registered financial adviser?
Yes. Simon John Boxshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000317120.
Which licensee does Simon John Boxshall work under?
Resolute Financial Advisory Pty Ltd, Australian financial services licence 436967.
What can Simon John Boxshall give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.