SIMON LAWRENCE HEPPLE


Licensee: TUPICOFFS PTY LTD

SIMON LAWRENCE HEPPLE (Adviser# 000433441) 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 August 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON LAWRENCE HEPPLE
Adviser Number 000433441
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000302670
TUPICOFFS PTY LTD
Licence ABN 33119431168
Adviser Start Date 2018-08-03
Appointing Representative Name TUPICOFFS PTY LTD
Appointing Representative Number 000302670
Appointing Representative ABN 33119431168
Memberships Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Authorisations to provide financial product advice

  • SIMON LAWRENCE HEPPLE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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 QUT
Cert IV in Finance & Mortgage Broking Kaplan
Financial Planning & Investments QUT
Masters of Financial Planning Griffith University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000302670 TUPICOFFS PTY LTD 2018-08-03 - TUPICOFFS PTY LTD
000432636 WALSHS FINANCIAL PLANNING PTY LTD 2013-09-24 - 2017-12-13 SIMON RICHARD JAMES FARMER

Licensee Information

Licence Name TUPICOFFS PTY LTD
Licence Number 000302670
Licence ABN 33119431168

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LACHLAN JAMES KENDALL Tupicoffs Pty Ltd Current 2018-08-03
CYNTHIA JAYNE SERCOMBE Tupicoffs Pty Ltd Current 2016-09-29
JOANNE FAY DALE Tupicoffs Pty Ltd Current 2016-09-23
CRYSTAL LEA BOBIR Tupicoffs Pty Ltd Current 2016-03-14
ROCCO ANTHONY COSTA Tupicoffs Pty Ltd Current 2016-03-14
MARK O'FLYNN Tupicoffs Pty Ltd Current 2015-07-13
MACE WILLIAM O'SULLIVAN Tupicoffs Pty Ltd Ceased 2014-06-06
MARK JOHN MILNER Tupicoffs Pty Ltd Current 2011-05-06
KEARSTEN ANNE JAMES Tupicoffs Pty Ltd Ceased 2008-05-22
ROSS JAMES MCCONACHIE Tupicoffs Pty Ltd Current 2006-09-12

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.