Brett Tarlington – Financial Adviser

Adviser identifying number: 1006506
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: OAKWOOD LIFESTYLE ADVISERS PTY LTD
Licence number: 379049
Licensee’s ABN: 14072735409
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OAKWOOD LIFESTYLE ADVISERS PTY LTD
Authorised Representative identifying number: 379049
Authorised Representative’s ABN: 14072735409

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: Diploma of Financial Services (Financial Planning) – Quantum Financial Services Australia Pty Limited

Relevant memberships of professional bodies or industry associations:

Brett Tarlington 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, excluding IDPS
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / IDPS Only
  • Managed Investment Schemes / Own Managed Investment Scheme Only
  • Managed Investment Schemes / Horse Racing Syndicate
  • Managed Investment Schemes / Timesharing Scheme
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Margin Lending Facility / Non-Standard Margin Lending Facility