Simon Jeffrey Tomkinson
Financial Adviser in East Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241387
- Location
- East Perth WA 6004
- Licensee
- Australian Financial Directions Pty Ltd (AFSL 344971)
- Authorised since
- 29 April 2017
- First provided advice
- 1996
- Qualifications
- DFP 1-8, FPA (2000); Margin Lending and Geared Investments, Kaplan (2010); FASEA Exam, FASEA (2021)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Jeffrey Tomkinson
Simon Jeffrey Tomkinson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Perth, Western Australia (adviser number 000241387).
Simon provides advice as an authorised representative of Australian Financial Directions Pty Ltd, which holds Australian financial services licence 344971. That authorisation dates from 29 April 2017.
The register records 1996 as the year Simon first provided financial advice. The qualifications listed for Simon include DFP 1-8 (FPA, 2000), Margin Lending and Geared Investments (Kaplan, 2010) and FASEA Exam (FASEA, 2021). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Simon Jeffrey Tomkinson a registered financial adviser?
Yes. Simon Jeffrey Tomkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241387.
Which licensee does Simon Jeffrey Tomkinson work under?
Australian Financial Directions Pty Ltd, Australian financial services licence 344971.
What can Simon Jeffrey Tomkinson 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; derivatives.