Renate Tonks – Financial Adviser
Adviser identifying number: 242289
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FIRST ADVICE LICENSEE SERVICES PTY LTD
Licence number: 484091
Licensee’s ABN:
Licence controlled by: Tracey Margaret EDWARDS
The date the Financial Adviser commenced the appointment: 26/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST ADVICE LICENSEE SERVICES PTY LTD
Authorised Representative identifying number: 484091
Authorised Representative’s ABN:
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:
- Certified Financial Planner – FPA
- Diploma in Superannuation Management – ASFA
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations:
- Fellow Institute of Public Accountants
- Financial Planning Association of Australia (FPA)
Renate Tonks 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