John Desmond Atkinson
Financial Adviser in Caboolture, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267539
- Location
- Caboolture QLD 4510
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 26 August 2023
- First provided advice
- 1980
- Qualifications
- Certified Financial Planner, FPA (1999); Diploma of Financial Planning, FPA (2000)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About John Desmond Atkinson
John Desmond Atkinson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caboolture, Queensland (adviser number 000267539).
The licensee John advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 26 August 2023.
The register records 1980 as the year John first provided financial advice. Qualifications and training on file include Certified Financial Planner (FPA, 1999) and Diploma of Financial Planning (FPA, 2000).
John is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is John Desmond Atkinson a registered financial adviser?
Yes. John Desmond Atkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267539.
Which licensee does John Desmond Atkinson work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can John Desmond Atkinson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."