Tania Anne Tonkin – Financial Adviser
Adviser identifying number: 340892
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 10/09/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DMCA WEALTH SOLUTIONS PTY LTD
Authorised Representative identifying number: 340863
Authorised Representative’s ABN: 35138601895
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 Accredited Adviser – Kaplan Professional Education
- Bachelor of Accountancy – University of South Australia
- Chartered Accountant – Institute of Chartered Accountants
- Diploma of Financial Services – RG146 Training Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
- Taxation Institute of Australia
Tania Anne Tonkin 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