Financial Adviser
· WEST END, QLD
Tavis John Edmondstone
No disciplinary history on record with ASIC
WEST END,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004234
About Tavis John Edmondstone
Tavis John Edmondstone is a financial adviser based in West End, Queensland, with 12 years of experience in the financial services industry since 2014. Tavis is currently authorised under Millennium 3 Financial Services. Tavis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tavis's qualifications include a Bachelor of Commerce (Finance) from University of Southern Queensland. Tavis 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Finance)
University of Southern Queensland
2013
Diploma of Financial Planning
Kaplan Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2017
Self Managed Super Funds
Kaplan Education Pty Ltd
2017
Tier 1 Margin Lending
Other - Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register