Daniel Carlos Tome – Financial Adviser
Adviser identifying number: 1000724
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
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: 02/09/2009
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:
- Bachelor of Economics – York University
- Certified Financial Planner – Canadian Securities Institute
- Certified Financial Planner – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Daniel Carlos Tome is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services