Toby James Winten
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247822
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 June 2018
- First provided advice
- 2000
- Qualifications
- Margin Lending and Geared Investments, Kaplan (2010); SMSF Specialist Advisor, SPAA (2011); ALPA, Kaplan (2014); FPC002B, Kaplan Higher Education (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); FChFP - Fellow Chartered Financial Practitioner; 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 James Winten
Toby James Winten is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000247822.
The licensee Toby advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 1 June 2018.
According to the register, Toby first provided financial advice in 2000. The qualifications listed for Toby include Margin Lending and Geared Investments (Kaplan, 2010), SMSF Specialist Advisor (SPAA, 2011) and ALPA (Kaplan, 2014). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), FChFP – Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).
Toby 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.
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Questions people ask
Is Toby James Winten a registered financial adviser?
Yes. Toby James Winten is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247822.
Which licensee does Toby James Winten work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Toby James Winten 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.