Financial Adviser · SYDNEY, NSW

Lonnie John Weeks

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001236402

Lonnie John Weeks is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Lonnie is currently authorised under Fiducian Financial Services Pty Ltd. Lonnie 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 Graduate Diploma of Financial Planning from KAPLAN Professional. Lonnie 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 Government Bonds Margin Lending

Restrictions: This Adviser is not authorised to provide advice on Self Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

KAPLAN Professional Education

2019

Advanced Diploma of Financial Planning

Kaplan Professional

2020

FPC001B

Other - Kaplan Professional

2022

Graduate Diploma of Financial Planning

KAPLAN Professional

2026

TFAv2

Other - Kaplan Professional

Registration History

Fiducian Financial Services Pty Ltd

Jul 2019 - Present Current

This Adviser is not authorised to provide advice on Self Managed Superannuation Funds.

Tpt Wealth Ltd

Oct 2015 - Jun 2019 Ceased

Self Managed Superannuation

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2015 - Sep 2015 Ceased

Akumin Financial Planning Pty Limited

Feb 2014 - Jan 2015 Ceased

Westpac Banking Corporation

Sep 2011 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register