TONY JOHN LUMTIN
Financial Adviser · Forster, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce with major studies in Accounting - Bachelor Degree (AQF 7) - University of Western Sydney
2003 - CA - Professional Designations - Institute of Chartered Accountants
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2016 - Accountants Self Managed Superannuation Funds Package - Other - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Client Engagement Skills - Other - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.