Tom Chavoly Financial Planner Report

Name:
Tom Chavoly

Rep Number:
000234815

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Caulfield, Melbourne, VIC, 3162

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Review of Professional Education
Accreditation - Margin Lending Competency
Institute of Chartered Accountants
Diploma in Accountancy
Financial Planning Association
Diploma in Financial Planning
Integratec UTS
Policy Statement 146 Knowledge Assessment-Managed Investments/Superannuation/Core & Life Insurance
Tax Agents Board
Tax Agent Registration