Toby Anderson Francis
Financial Adviser in Rowville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264216
- Location
- Rowville VIC 3178
- Licensee
- Security National Financial Services Pty. Ltd. (AFSL 244565)
- Authorised since
- 31 March 2025
- First provided advice
- 2001
- Qualifications
- Bachelor of Business, Swinburne University of Technology (1997); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Diploma of Financial Services (Financial Planning), AMP Limited (2005)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Toby Anderson Francis
Toby Anderson Francis is a financial adviser in Rowville, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000264216.
Advice is given under the Australian financial services licence of Security National Financial Services Pty. Ltd., licence number 244565. The current authorisation started on 31 March 2025.
The register records 2001 as the year Toby first provided financial advice. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 1997), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Diploma of Financial Services (Financial Planning) (AMP Limited, 2005). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Toby Anderson Francis a registered financial adviser?
Yes. Toby Anderson Francis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264216.
Which licensee does Toby Anderson Francis work under?
Security National Financial Services Pty. Ltd., Australian financial services licence 244565.
What can Toby Anderson Francis 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.