Tavis John Edmondstone
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004234
- Location
- West End QLD 4810
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 16 August 2019
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance), University of Southern Queensland (2013); Diploma of Financial Planning, Kaplan Education Pty Limited (2013); Advanced Diploma of Financial Planning, Kaplan Education Pty Limited (2015); Self Managed Super Funds, Kaplan Education Pty Ltd (2017); Tier 1 Margin Lending, Kaplan Education Pty Ltd (2017); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tavis John Edmondstone
Tavis John Edmondstone is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West End, Queensland (adviser number 001004234).
Tavis provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. The current authorisation started on 16 August 2019.
The register records 2014 as the year Tavis first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance) (University of Southern Queensland, 2013), Diploma of Financial Planning (Kaplan Education Pty Limited, 2013) and Advanced Diploma of Financial Planning (Kaplan Education Pty Limited, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tavis John Edmondstone a registered financial adviser?
Yes. Tavis John Edmondstone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004234.
Which licensee does Tavis John Edmondstone work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Tavis John Edmondstone give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.