LONNIE JOHN WEEKS


Licensee: TASMANIAN PERPETUAL TRUSTEES LIMITED

LONNIE JOHN WEEKS (Adviser# 001236402) 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 October 16, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name LONNIE JOHN WEEKS
Adviser Number 001236402
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000234630
TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence ABN 97009475629
Adviser Start Date 2015-10-16
Appointing Representative Name TASMANIAN PERPETUAL TRUSTEES LIMITED
Appointing Representative Number 000234630
Appointing Representative ABN 97009475629
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Self Managed Superannuation

Authorisations to provide financial product advice

  • LONNIE JOHN WEEKS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash 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
Diploma of Financial Services (Financial Planning) KAPLAN Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234630 TASMANIAN PERPETUAL TRUSTEES LIMITED
Further restrictions: Self Managed Superannuation
2015-10-16 - TASMANIAN PERPETUAL TRUSTEES LIMITED
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2015-03-10 - 2015-09-16
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2014-02-19 - 2015-01-29 LONNIE JOHN WEEKS
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2011-09-12 - 2014-01-30

Licensee Information

Licence Name TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence Number 000234630
Licence ABN 97009475629

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATTHEW EDWARD KAYE Tasmanian Perpetual Trustees Limited Current 2016-03-17
NIKOLAS STEVEN PREECE Tasmanian Perpetual Trustees Limited Current 2016-03-02
ADAM JAMES DOUGLAS Tasmanian Perpetual Trustees Limited Current 2016-02-22
RODNEY ARTHUR GARDINER Tasmanian Perpetual Trustees Limited Current 2016-02-15
TIFFANY JANE HARDWICK Tasmanian Perpetual Trustees Limited Current 2013-05-13
TODD DAVID KENNEDY Tasmanian Perpetual Trustees Limited Current 2010-07-01
MATTHEW JOHN KHOUREY Tasmanian Perpetual Trustees Limited Current 2009-07-01
PHILIP RICHARD HALL Tasmanian Perpetual Trustees Limited Current 2007-09-24
DAVID WILLIAM MCMENIMAN Tasmanian Perpetual Trustees Limited Current 2006-07-05
JOHN ALEXANDER CAREY Tasmanian Perpetual Trustees Limited Ceased 2006-03-27

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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.