Tammy Lee Stone
Financial Adviser in Albany, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000448082
- Location
- Albany WA 6330
- Licensee
- NKH Knight Holdings Pty Ltd (AFSL 438631)
- Authorised since
- 28 October 2013
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce Financial Planning, Curtin University (2006); Margin Lending Accreditation Program, Deakin Prime (2010); Professional Diploma in Stockbroking, Deakin Prime (2011); Certificate of Financial Planning, Financial Planning Association (2017); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Tammy Lee Stone
On the Financial Advisers Register kept by ASIC, Tammy Lee Stone appears as a current financial adviser in Albany, Western Australia, adviser number 000448082.
Advice is given under the Australian financial services licence of NKH Knight Holdings Pty Ltd, licence number 438631. The current authorisation started on 28 October 2013.
The register records 2013 as the year Tammy first provided financial advice. The qualifications listed for Tammy include Bachelor of Commerce Financial Planning (Curtin University, 2006), Margin Lending Accreditation Program (Deakin Prime, 2010) and Professional Diploma in Stockbroking (Deakin Prime, 2011). Professional memberships recorded: 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 Tammy Lee Stone a registered financial adviser?
Yes. Tammy Lee Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000448082.
Which licensee does Tammy Lee Stone work under?
NKH Knight Holdings Pty Ltd, Australian financial services licence 438631.
What can Tammy Lee Stone 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; managed discretionary account services.