SIMON RICHARD JAMES FARMER
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2001 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Queensland
2012 - 928S Margin Lending - Certificate (AQF 1-4) - Kaplan Education Pty Limited
2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Education Pty Limited
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - CFP Certification1-4 Program - Professional Designations - Financial Planning Association
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.