TONY JOHN LUMTIN

Licensee: LONSDALE FINANCIAL GROUP LIMITED

TONY JOHN LUMTIN (Adviser# 000241243) 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 March 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name TONY JOHN LUMTIN
Adviser Number 000241243
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000246934
LONSDALE FINANCIAL GROUP LIMITED
Licence ABN 76006637225
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2018-03-23
Appointing Representative Name LONSDALE FINANCIAL GROUP LIMITED
Appointing Representative Number 000246934
Appointing Representative ABN 76006637225
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • TONY JOHN LUMTIN
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Accountants Self Managed Superannuation Funds Package Kaplan
Bachelor of Commerce with major studies in Accounting University of Western Sydney
Diploma of Financial Services (Financial Planning) FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2018-03-23 - LONSDALE FINANCIAL GROUP LIMITED
000274484 HENDERSON MATUSCH PTY LTD
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust
2016-07-01 - 2018-03-22 TJL FINANCIAL MANAGEMENT PTY LTD

Licensee Information

Licence Name LONSDALE FINANCIAL GROUP LIMITED
Licence Number 000246934
Licence ABN 76006637225

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALEXANDER SIMON ORMONDE SELLARS Lonsdale Financial Group Limited Current 2018-08-16
RICHARD FELICE Lonsdale Financial Group Limited Current 2018-07-11
EMMA KATE PITTMAN Lonsdale Financial Group Limited Current 2018-06-29
SHANE ANDREW KENNEALY Lonsdale Financial Group Limited Current 2018-06-28
JASON LUKJANENKO Lonsdale Financial Group Limited Current 2018-06-22
TIMOTHY HASELUM Lonsdale Financial Group Limited Current 2018-06-18
BRUNO TJELDER Lonsdale Financial Group Limited Current 2018-06-14
ALEX DICKSON Lonsdale Financial Group Limited Current 2018-06-14
MICHAEL POULTON Lonsdale Financial Group Limited Current 2018-06-02
VANESSA JOY WOODLEY Lonsdale Financial Group Limited Current 2018-06-01

Competitor

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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.