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