SIMON RICHARD JAMES FARMER (Adviser# 000237470) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 23, 2013.
| Register Name | Financial Advisers |
| Adviser Name | SIMON RICHARD JAMES FARMER |
| Adviser Number | 000237470 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000432636 WALSHS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 82122293912 |
| Adviser Start Date | 2013-09-23 |
| Appointing Representative Name | WALSHS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000432636 |
| Appointing Representative ABN | 82122293912 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Bachelor of Business | University of Queensland |
| Cert IV Finance Mortgage Broking | Kaplan |
| Margin Lending | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000432636 | WALSHS FINANCIAL PLANNING PTY LTD | 2013-09-23 - | WALSHS FINANCIAL PLANNING PTY LTD |
| 000320404 | PRIVATE WEALTH PTY LTD | 2008-02-29 - 2013-09-23 | SIMON RICHARD JAMES FARMER |
| 000232701 |
WEALTH MANAGERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017] |
2006-10-25 - 2008-02-29 | SIMON RICHARD JAMES FARMER |
| 000229447 | A.C.N. 069 805 027 PTY LTD | 2003-09-16 - 2004-11-16 | SIMON RICHARD JAMES FARMER |
| Licence Name | WALSHS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000432636 |
| Licence ABN | 82122293912 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRBY JAMIESON | Walshs Financial Planning Pty Ltd | Current | 2018-06-25 |
| PETER JASON HODGSON | Walshs Financial Planning Pty Ltd | Current | 2018-01-12 |
| MICHAEL WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| STEWART MCLEOD | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| HUGH WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| MATTHEW GELLWEILER | Walshs Financial Planning Pty Ltd | Current | 2015-10-30 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRBY JAMIESON | Walshs Financial Planning Pty Ltd | Current | 2018-06-25 |
| PETER JASON HODGSON | Walshs Financial Planning Pty Ltd | Current | 2018-01-12 |
| MICHAEL WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| STEWART MCLEOD | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| HUGH WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| MATTHEW GELLWEILER | Walshs Financial Planning Pty Ltd | Current | 2015-10-30 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.