SIMON FORER (Adviser# 000284958) 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 March 20, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SIMON FORER |
| Adviser Number | 000284958 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000339044 PORTFOLIO PLANNERS PTY LTD |
| Licence ABN | 19007350147 |
| Adviser Start Date | 2015-03-20 |
| Appointing Representative Name | MARK ANDREW JOSEPH GEORGE |
| Appointing Representative Number | 000233074 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Economics & Finance) | RMIT |
| Graduate Diploma of Applied Finance | Securities Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000339044 | PORTFOLIO PLANNERS PTY LTD | 2015-03-20 - | MARK ANDREW JOSEPH GEORGE |
| Licence Name | PORTFOLIO PLANNERS PTY LTD |
| Licence Number | 000339044 |
| Licence ABN | 19007350147 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART AARON MCRAE | Portfolio Planners Pty Ltd | Current | 2018-08-01 |
| MICHAEL FORER | Portfolio Planners Pty Ltd | Current | 2018-07-24 |
| MARK ANDREW JOSEPH GEORGE | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GARY ARTHUR TREVENEN | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GRAHAM ARTHUR HOGARTH | Portfolio Planners Pty Ltd | Ceased | 2015-03-20 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STUART AARON MCRAE | Portfolio Planners Pty Ltd | Current | 2018-08-01 |
| MICHAEL FORER | Portfolio Planners Pty Ltd | Current | 2018-07-24 |
| MARK ANDREW JOSEPH GEORGE | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GARY ARTHUR TREVENEN | Portfolio Planners Pty Ltd | Current | 2015-03-20 |
| GRAHAM ARTHUR HOGARTH | Portfolio Planners Pty Ltd | Ceased | 2015-03-20 |
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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.