Data sourced from ASIC Financial Advisers Register
Financial Adviser · DAPTO, NSW

Brooke Tallon-henniker

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000278766

Brooke Tallon-henniker is a financial adviser based in Dapto, New South Wales, with 22 years of experience in the financial services industry. Brooke is currently authorised under Akumin Financial Planning Pty Limited. Brooke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
AMP Limited
2005
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Aug 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register