Financial Adviser · CABOOLTURE, QLD

John Desmond Atkinson

46 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000267539

John Desmond Atkinson is a financial adviser based in Caboolture, Queensland, with 46 years of experience in the financial services industry. John is currently authorised under Lifespan Financial Planning Pty Ltd. John 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 FPA.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1999

Certified Financial Planner

FPA

2000

Diploma of Financial Planning

FPA

Registration History

Lifespan Financial Planning Pty Ltd

Aug 2023 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

NEXTGEN FINANCIAL GROUP PTY LTD

Mar 2004 - Aug 2023 Ceased

Source: ASIC Financial Advisers Register