Tony John Lumtin – Financial Adviser

Adviser identifying number: 241243
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: HENDERSON MATUSCH PTY LTD
Licence number: 274484
Licensee’s ABN: 32107343091
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TJL FINANCIAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 1007587
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 with major studies in Accounting – University of Western Sydney
• Diploma of Financial Services (Financial Planning) – FINSIA
• Graduate Diploma – Chartered Accountants Australia and New Zealand

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Tony John Lumtin 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