Lonnie John Weeks – Financial Adviser
Adviser identifying number: 1236402
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence number: 234630
Licensee’s ABN: 97009475629
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TASMANIAN PERPETUAL TRUSTEES LIMITED
Authorised Representative identifying number: 234630
Authorised Representative’s ABN: 97009475629
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:
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Relevant qualifications and training: Diploma of Financial Services (Financial Planning) – KAPLAN Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Lonnie John Weeks is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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