Tammy Lee Stone – Financial Adviser

Adviser identifying number: 448082
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: NKH KNIGHT HOLDINGS PTY LTD
Licence number: 438631
Licensee’s ABN: 30163152967
Licence controlled by: NKH KNIGHT PTY LTD

The date the Financial Adviser commenced the appointment: 28/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KNIGHT FINANCIAL ADVISORS PTY LTD
Authorised Representative identifying number: 285301
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:

• Bachelor of Commerce Financial Planning – Curtin University of Technology
• Margin Lending Accreditation Program – Deakin Prime
• Professional Diploma in Stockbroking – Deakin Prime
• Risk Management – Tribeca
• The Securities & Derivatives Association (SDIA) Accreditation Program – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Tammy Lee Stone 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services