Financial Adviser · FORSTER, NSW

Tony John Lumtin

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000241243

Tony John Lumtin is a financial adviser based in Forster, New South Wales, with 23 years of experience in the financial services industry. Tony is currently authorised under Tjl Wealth Solutions Pty Ltd. Tony 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 Commerce with major studies in Accounting from University of Western Sydney. Tony is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Commerce with major studies in Accounting
University of Western Sydney
2003
CA
Institute of Chartered Accountants
2006
Diploma of Financial Services (Financial Planning)
FINSIA
2016
Accountants Self Managed Superannuation Funds Package
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Client Engagement Skills
Kaplan

Registration History

Sep 2021 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Mar 2018 - Aug 2021 Ceased
No authority to advise on MDA's
HENDERSON MATUSCH PTY LTD
Jul 2016 - Mar 2018 Ceased

Source: ASIC Financial Advisers Register