Financial Adviser · CABOOLTURE, QLD

John Desmond Atkinson

CABOOLTURE, QLD

46 Years experience

Tax advice
authorised

ASIC Registered · ADV 000267539

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About John Desmond Atkinson

John Desmond Atkinson is a financial adviser based in Caboolture, Queensland, with 46 years of experience in the financial services industry since 1980. John is currently authorised under Lifespan Financial Planning. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's 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