Tom Collinson – Financial Adviser

Adviser identifying number: 1240777
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: LUCERNE SERVICES PTY LTD
Licence number: 481217
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LUCERNE AUSTRALIA PTY LTD
Authorised Representative identifying number: 1237281
Authorised Representative’s ABN: 84609346581

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 and 2 – KAPLAN Professional
• Bachelor of Commerce and Bachelor of Arts – University of Melbourne
• RG146: Generic Knowledge, Securities – KAPLAN Professional
• RG146: Insurance – KAPLAN Professional
• RG146: Superannuation – KAPLAN Professional

Relevant memberships of professional bodies or industry associations:

Tom Collinson is authorised to provide advices on following products:

• Derivatives
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Securities
• Superannuation