Financial Adviser
· MOUNT CLAREMONT, WA
Simon John Boxshall
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317120
Simon John Boxshall is a financial adviser based in Mount Claremont, Western Australia, with 19 years of experience in the financial services industry. Simon is currently authorised under Resolute Financial Advisory 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 Graduate Diploma in Applied Finance & Investment (Financial Planning) from FINSIA. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Graduate Diploma in Applied Finance & Investment (Financial Planning)
FINSIA
2007
Self Managed Superannuation Funds
Kaplan
2010
Estate & Business Succession Planning
Iron Group Lawyers
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
ACS Accredited Aged Care Professional
Aged Care Steps
Registration History
ACDEX PTY LTD
REGENCY SERVICES (WA) PTY LTD
REGENCY SERVICES (WA) PTY LTD
Source: ASIC Financial Advisers Register