Delma Newton – Financial Adviser

Adviser identifying number: 1000058
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: TOTAL PORTFOLIO MANAGEMENT PTY. LTD.
Licence number: 290769
Licensee’s ABN: 76085236844
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/08/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL PORTFOLIO MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 290769
Authorised Representative’s ABN: 76085236844

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 Business (Accountancy) – Queensland University of Technology
• Bachelor of Economics – University of Queensland
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Planning – RMIT University

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

Delma Newton 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
• Margin Lending Facility / Standard Margin Lending Facility
• FHSA Issued non ADI