Simon Farmer Financial Planner Report

Name:
Simon Richard James Farmer

Rep Number:
000237470

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2013-09-23 onwards

Licensee
Name:

Number:
000432636

ABN:
82 122 293 912

Appointed By
Name:
Walshs Financial Planning Pty Ltd

Licence Number:
000432636

ABN:
82 122 293 912

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
University of Queensland
Bachelor of Business
Kaplan
Cert IV Finance Mortgage Broking
Kaplan
Margin Lending
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners Board