TONI LEE PORTER

Licensee: LANYON PARTNERS PRIVATE WEALTH PTY LTD

TONI LEE PORTER (Adviser# 001233448) 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 July 14, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name TONI LEE PORTER
Adviser Number 001233448
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000228914
LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence ABN 77085878897
Licence Controlled By LANYON PARTNERS CONSOLIDATED PTY LTD
Adviser Start Date 2015-07-14
Appointing Representative Name INSIGHT FINANCIAL PLANNING PTY LTD
Appointing Representative Number 001233318

Authorisations to provide financial product advice

  • TONI LEE PORTER
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Adv Dip Financial Planning Pinnacle
Dip Financial Services Financial Planning - Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000228914 LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD
2015-07-14 - INSIGHT FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence Number 000228914
Licence ABN 77085878897

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK PAUL BUISMAN Lanyon Partners Private Wealth Pty Ltd Current 2018-05-14
ALEXANDER NAKONECHNYY Lanyon Partners Private Wealth Pty Ltd Current 2018-04-30
JUDE RAMANATHAN Lanyon Partners Private Wealth Pty Ltd Current 2018-02-21
DAVID CAMILO PEREZ ESTUPINAN Lanyon Partners Private Wealth Pty Ltd Ceased 2017-03-27
GRAEME ALI Lanyon Partners Private Wealth Pty Ltd Current 2017-01-01
IGOR MATESKI Lanyon Partners Private Wealth Pty Ltd Ceased 2016-10-03
CRAIG NICHOLAS MONAGLE Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
BERNARD JOHN FLYNN Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
ENRICO LENZI Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
TIMOTHY CRAIG KILHAM Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-01

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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.