Financial Adviser
· ALBANY, WA
Tammy Lee Stone
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000448082
Tammy Lee Stone is a financial adviser based in Albany, Western Australia, with 13 years of experience in the financial services industry. Tammy is currently authorised under Nkh Knight Holdings Pty Ltd. Tammy 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 Financial Planning from Curtin University. Tammy 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce Financial Planning
Curtin University
2010
Margin Lending Accreditation Program
Deakin Prime
2011
Professional Diploma in Stockbroking
Deakin Prime
2017
Certificate of Financial Planning
Financial Planning Association
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan