Herbert Tomaschett Financial Planner Report

Name:
Herbert Tomaschett

Rep Number:
000312473

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2007-04-19 onwards

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
LPAC Online
ASX Listed Products Accreditation
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Advanced Self Managed Superannuation Funds
Tribeca
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)
SMSF Association