Tania Cunnningham – Financial Adviser

Adviser identifying number: 1001648
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: SOLUTIONS 2 WEALTH MANAGEMENT PTY LTD
Licence number: 291307
Licensee’s ABN: 89112984246
Licence controlled by: SPBF FINANCIAL PLANNING PTY LTD

The date the Financial Adviser commenced the appointment: 15/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOLUTIONS 2 WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 291307
Authorised Representative’s ABN: 89112984246

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:

  • Advanced Diploma of Financial Planning – Mentor Education
  • Bachelor of Science – University of Melbourne
  • Graduate Certificate in Financial Planning – Finisia
  • Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

  • Associated Advisory Practices
  • Financial Planning Association of Australia (FPA)

Tania Cunnningham is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility