SIMON FORER


Licensee: PORTFOLIO PLANNERS PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • SIMON FORER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Economics & Finance) RMIT
Graduate Diploma of Applied Finance Securities Institute of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000339044 PORTFOLIO PLANNERS PTY LTD 2015-03-20 - MARK ANDREW JOSEPH GEORGE

Licensee Information

Licence Name PORTFOLIO PLANNERS PTY LTD
Licence Number 000339044
Licence ABN 19007350147

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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Dataset Information


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.