Tony Wayne Kinivan – Financial Adviser

Adviser identifying number: 1000735
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
Licence number: 236643
Licensee’s ABN: 42000001007
Licence controlled by: PERPETUAL LIMITED

The date the Financial Adviser commenced the appointment: 05/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERPETUAL TRUSTEE COMPANY LIMITED
Authorised Representative identifying number: 236643
Authorised Representative’s ABN: 42000001007

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:

  • Accredited Derivatives Adviser – Level 1 – Kaplan
  • Bachelor of Education (Mathematics / Physical Education) – Victoria University
  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Planning – Deaking University
  • Margin Lending and Geared Investments – Kaplan

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

Tony Wayne Kinivan is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services