Lonnie John Weeks
Financial Adviser in Devonport, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236402
- Location
- Devonport TAS 7310
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 1 July 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), KAPLAN Professional Education (2009); Advanced Diploma of Financial Planning, Kaplan Professional (2019); FPC001B, Kaplan Professional (2020); Graduate Diploma of Financial Planning, KAPLAN Professional (2022); TFAv2, Kaplan Professional (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Restriction
- This Adviser is not authorised to provide advice on Self Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Lonnie John Weeks
Lonnie John Weeks is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Devonport, Tasmania (adviser number 001236402).
The licensee Lonnie advises under is Fiducian Financial Services Pty Ltd (AFS licence 231103). That authorisation dates from 1 July 2019.
The register records 2011 as the year Lonnie first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (KAPLAN Professional Education, 2009), Advanced Diploma of Financial Planning (Kaplan Professional, 2019) and FPC001B (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Lonnie is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This Adviser is not authorised to provide advice on Self Managed Superannuation Funds.”
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Questions people ask
Is Lonnie John Weeks a registered financial adviser?
Yes. Lonnie John Weeks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236402.
Which licensee does Lonnie John Weeks work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Lonnie John Weeks 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; standard margin lending. It also records this restriction: "This Adviser is not authorised to provide advice on Self Managed Superannuation Funds."