Sophia Maree Atkinson – Financial Adviser

Adviser identifying number: 242837
Status: Current
Adviser’s ABN: 81294610856
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 26/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 000230323
Authorised Representative’s ABN: 65006373995

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:

  • ASX Listed Products Accreditation – Savings Factory
  • Certified Financial Planner – Financial Planning Association Australia
  • Diploma of Financial Planning – Deakin University
  • Life Risk Specialist – Financial Planning Association Australia
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Sophia Maree Atkinson 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