Financial Adviser
· CASULA, NSW
Tony Joe Akkawi
No disciplinary history on record with ASIC
CASULA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441956
Tony Joe Akkawi is a financial adviser based in Casula, New South Wales, with 12 years of experience in the financial services industry since 2014. Tony is currently authorised under Insight Investment Partners. Tony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tony's qualifications include a Bachelor of Commerce from UNSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
UNSW
2015
Advanced Diploma Financial Planning
Kaplan Professional
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register