Taofiq Tanim Financial Planner Report

Name:
Taofiq Tanim

Rep Number:
001008793

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2017-06-30 onwards

Location:
Phillip, , ACT, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Superannuation

Qualifications
Kaplan
Certificate of Completion: 928 Margin Lending- Knowledge and Skills
Finsia
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Superannuation Funds