Financial Adviser
· BRISBANE CITY, QLD
Simon Richard James Farmer
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237470
Simon Richard James Farmer is a financial adviser based in Brisbane City, Queensland, with 25 years of experience in the financial services industry. Simon is currently authorised under Walshs Financial Planning Pty Ltd. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification1-4 Program from Financial Planning Association. Simon is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business
University of Queensland
2012
928S Margin Lending
Kaplan Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
CFP Certification1-4 Program
Financial Planning Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
PRIVATE WEALTH PTY LTD
WEALTH MANAGERS PTY LTD
A.C.N. 069 805 027 PTY LTD
Source: ASIC Financial Advisers Register