Simon Richard James Farmer
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237470
- Location
- Brisbane City QLD 4000
- Licensee
- Walshs Financial Planning Pty Ltd (AFSL 432636)
- Authorised since
- 23 September 2013
- First provided advice
- 2001
- Qualifications
- Bachelor of Business, University of Queensland (2001); 928S Margin Lending, Kaplan Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2012); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2016); CFP Certification1-4 Program, Financial Planning Association (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Richard James Farmer
Simon Richard James Farmer is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000237470.
Advice is given under the Australian financial services licence of Walshs Financial Planning Pty Ltd, licence number 432636. The current authorisation started on 23 September 2013.
The register records 2001 as the year Simon first provided financial advice. Qualifications and training on file include Bachelor of Business (University of Queensland, 2001), 928S Margin Lending (Kaplan Education Pty Limited, 2012) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Richard James Farmer a registered financial adviser?
Yes. Simon Richard James Farmer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237470.
Which licensee does Simon Richard James Farmer work under?
Walshs Financial Planning Pty Ltd, Australian financial services licence 432636.
What can Simon Richard James Farmer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.