Tony Lumtin Financial Planner Report

Name:
Tony John Lumtin

Rep Number:
000241243

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000274484

ABN:
32 107 343 091

Controlled By:

Appointed By
Name:
Tjl Financial Management Pty Ltd

Licence Number:
001007587

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Commerce with major studies in Accounting
FINSIA
Diploma of Financial Services (Financial Planning)
Chartered Accountants Australia and New Zealand
Graduate Diploma

Memberships
Chartered Accountants Australia and New Zealand (CA)