Simon Tomkinson Financial Planner Report

Name:
Simon Jeffrey Tomkinson

Rep Number:
000241387

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2017-04-29 onwards

Licensee
Name:

Number:
000344971

ABN:
14 135 004 947

Appointed By
Name:
Australian Financial Directions Pty Ltd

Licence Number:
000344971

ABN:
14 135 004 947

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
FPA
CFP
FPA
DFP 1-8
Kaplan
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)