Tanya Clifton Financial Planner Report

Name:
Tanya Clifton

Rep Number:
000407578

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-08-01 onwards

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
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
Kaplan
Diploma Financial Services
Kaplan
Financial Services Adv Diploma

Memberships
Financial Planning Association of Australia (FPA)