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- Financial Advisers Australia (FAA)
- Simon John Boxshall
Simon John Boxshall
- Name
- Simon John Boxshall
- ID
- 317120
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Graduate Diploma in Applied Finance & Investment (Financial Planning) - Graduate Diploma (AQF 8) - FINSIA
- 2007 - Self Managed Superannuation Funds - - Kaplan
- 2010 - Estate & Business Succession Planning - - Iron Group Lawyers
- 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
- 2020 - ACS Accredited Aged Care Professional - Other - Aged Care Steps
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Resolute Financial Advisory Pty ltd (#436967)
- Commenced
- May 17, 2013
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Acdex Pty Ltd (#464367)
- Commenced
- Jan. 20, 2015
- Ceased
- July 16, 2015
- Status
- Ceased
- Licence Holder
- Cambridge Securities Pty Ltd (#364861)
- Commenced
- March 8, 2012
- Ceased
- May 15, 2013
- Status
- Ceased
- Licence Holder
- Regency Services (wa) Pty Ltd (#253120)
- Commenced
- Sept. 1, 2011
- Ceased
- Jan. 30, 2012
- Status
- Ceased
- Licence Holder
- Regency Services (wa) Pty Ltd (#253120)
- Commenced
- May 12, 2009
- Ceased
- Aug. 30, 2011
- Status
- Ceased
- Licence Holder
- Resolute Financial Advisory Pty Ltd (#436967)
- Commenced
- May 16, 2013
- Ceased
- May 19, 2014