Tony Ronald Walsh – Financial Adviser

Adviser identifying number: 1253757
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: UMBIK PTY LIMITED
Licence number: 488366
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UMBIK PTY LIMITED
Authorised Representative identifying number: 488366
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: Statement of Attainment – Financial Services Training Package – Pinnacle

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Tony Ronald Walsh is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation