Simon Farmer
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Simon Farmer is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Simon holds a Bachelor of Business from the University of Queensland and an Advanced Diploma of Financial Planning from Kaplan Education, complemented by specialized certifications in margin lending, self-managed superannuation funds and ethics in financial advice. As a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board, Simon adheres to the highest standards of professionalism and ethical conduct. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Simon can provide expert guidance and support. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Simon Farmer today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Simon Farmer offer?
Simon Farmer provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you with everything from growing your wealth to planning for a comfortable retirement.
What are Simon Farmer's qualifications?
Simon Farmer holds a Bachelor of Business, an Advanced Diploma of Financial Planning, and several specialized certifications including Self Managed Superannuation Funds and Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board.
What is the process for working with Simon Farmer?
The process typically starts with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan stays on track.
What can I expect from a consultation with Simon Farmer?
During a consultation, Simon will listen to your financial goals, assess your current financial situation, and discuss potential strategies to help you achieve your objectives. He will provide clear and transparent advice, ensuring you understand all your options.
Why should I choose Simon Farmer as my financial advisor?
Simon Farmer offers personalized financial advice, backed by extensive qualifications and experience. As an ASIC-registered financial advisor he adheres to the highest ethical standards and is committed to helping you achieve your financial goals. He is a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board, providing added assurance of his professionalism and expertise.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.