Financial Adviser · MEREWETHER, NSW

Tony Linstrom

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004966

Tony Linstrom is a financial adviser based in Merewether, New South Wales, with 24 years of experience in the financial services industry. Tony is currently authorised under Ri Advice Group 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Tony is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Securities: Class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

2004

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

2005

Certified Financial Planner

Financial Planning Association of Australia Limited

2008

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2013

Advanced Self Managed Superannuation Funds

Kaplan Professional Education

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

Jun 2022 - Present Current

Securities: Class of product only.

Australia And New Zealand Banking Group Limited

Oct 2003 - Jun 2022 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register