Simon Jeffrey Tomkinson – Financial Adviser

Adviser identifying number: 241387
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence number: 344971
Licensee’s ABN: 14135004947
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Authorised Representative identifying number: 344971
Authorised Representative’s ABN: 14135004947

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon Jeffrey Tomkinson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation