Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Anthony Paul Lyons

23 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000247967

Anthony Paul Lyons is a financial adviser based in Milton, Queensland, with 23 years of experience in the financial services industry. Anthony is currently authorised under Akumin Financial Planning Pty Limited. Anthony 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 (FPA). Anthony is a member of CFP - Certified Financial Planner (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

1994
Bachelor of Business
University of Southern Queensland
2003
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Finance & Related Services Training Academy (FARSTA)
2009
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 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