Scott John Tilley – Financial Adviser
Adviser identifying number: 245259
Status: Current
Adviser’s ABN: 65919857523
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust
The date the Financial Adviser commenced the appointment: 18/05/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000229892
Authorised Representative’s ABN: 23065921735
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:
- PS146 Compliance program (Generic,Securities,Managed Investments,Super,Financial Planning Insurance) – Securities Institute of Australia
- Self Managed Super Fund – Tribeca Learning (Australia)
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Chartered Tax Adviser
- Fellow of the National Tax & Accountants Association
- Fellow of the Tax Institute Australia
- Registered Tax Agent Tax Practitioners Board
Scott John Tilley 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- FHSA Issued non ADI