Tracey Tomich – Financial Adviser

Adviser identifying number: 239990
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 16/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587

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 Business (accounting) – La Trobe University
• Certified Financial Planner – FPA
• Certified Practising Accountant – CPA
• Margin Lending and Geared Investment – Kaplan
• SMSF specialist – SPAA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• Tax Practitioners Board

Tracey Tomich 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