SIMON JEFFREY TOMKINSON (Adviser# 000241387) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 29, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SIMON JEFFREY TOMKINSON |
| Adviser Number | 000241387 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000344971 AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD |
| Licence ABN | 14135004947 |
| Adviser Start Date | 2017-04-29 |
| Appointing Representative Name | AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD |
| Appointing Representative Number | 000344971 |
| Appointing Representative ABN | 14135004947 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | FPA |
| DFP 1-8 | FPA |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000344971 | AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD | 2017-04-29 - | AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Securities: Class of product only. SMSF: Not authorised to provide SMSF advice. |
2013-07-02 - 2017-04-28 | RI ADVICE GROUP PTY LTD |
| 000237463 | WSP FINANCIAL SERVICES PTY LTD | 2004-01-15 - 2013-06-29 |
| Licence Name | AUSTRALIAN FINANCIAL DIRECTIONS PTY LTD |
| Licence Number | 000344971 |
| Licence ABN | 14135004947 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JYOTIRMOY BRAHMA | Australian Financial Directions Pty Ltd | Current | 2018-03-29 |
| RAHUL GOEL | Australian Financial Directions Pty Ltd | Current | 2018-02-03 |
| KERRY LOUISE FRANKLIN | Australian Financial Directions Pty Ltd | Current | 2017-04-29 |
| JOHN CLAESSEN | Australian Financial Directions Pty Ltd | Current | 2017-04-29 |
| MICHAEL O'HARA | Australian Financial Directions Pty Ltd | Current | 2017-04-29 |
| TANIA MICHELLE PETRILLI | Australian Financial Directions Pty Ltd | Ceased | 2017-04-29 |
| ANTHONY MALCOLM CORDI | Australian Financial Directions Pty Ltd | Current | 2014-07-03 |
| MICHAEL JAMES WEGENER | Australian Financial Directions Pty Ltd | Current | 2013-11-20 |
| RONALD WAYNE MENZIES | Australian Financial Directions Pty Ltd | Current | 2011-12-20 |
| FLOYD NICOLO BONTEMPO | Australian Financial Directions Pty Ltd | Current | 2010-07-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.