DELMA NEWTON

Licensee: TOTAL PORTFOLIO MANAGEMENT PTY. LTD.

DELMA NEWTON (Adviser# 001000058) 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 August 18, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name DELMA NEWTON
Adviser Number 001000058
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1995
Financial Service (AFS) Licence Licence# 000290769
TOTAL PORTFOLIO MANAGEMENT PTY. LTD.
Licence ABN 76085236844
Adviser Start Date 2005-08-18
Appointing Representative Name TOTAL PORTFOLIO MANAGEMENT PTY. LTD.
Appointing Representative Number 000290769
Appointing Representative ABN 76085236844
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DELMA NEWTON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accountancy) Queensland University of Technology
Bachelor of Economics University of Queensland
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning RMIT University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000290769 TOTAL PORTFOLIO MANAGEMENT PTY. LTD. 2005-08-18 - TOTAL PORTFOLIO MANAGEMENT PTY. LTD.

Licensee Information

Licence Name TOTAL PORTFOLIO MANAGEMENT PTY. LTD.
Licence Number 000290769
Licence ABN 76085236844

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Dataset Information

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.