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AKUMIN FINANCIAL PLANNING PTY LIMITED
AFSL 232706 · ABN 89051208327 · SYDNEY, NSW · Licensed since 2004
InstitutionalNational
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324
Advisers
17.2 yrs
Avg. adviser experience
7
States
9%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 8%SMSF Assoc. 2%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, TAS, VIC, WA
Corporate group: AKUMIN PTY LTD
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