Simon Jeffrey Tomkinson – Financial Adviser
Adviser identifying number: 241387
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Licence number: 344971
Licensee’s ABN: 14135004947
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD
Authorised Representative identifying number: 344971
Authorised Representative’s ABN: 14135004947
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:
- CFP – FPA
- DFP 1-8 – FPA
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Simon Jeffrey Tomkinson 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