Anthony Blythe

Name
Anthony Blythe
ID
266758
ABN
First Provided Advice
2004

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan (formerly Tribeca)
  • 2004 - Diploma of Financial Services (Financial Planning) - - Kaplan (formerly Tribeca)
  • 2006 - Self Managed Super Funds - - Kaplan (formerly Tribeca)
  • 2011 - Margin Lending and Geared Investments - Professional Designations - Kaplan
  • 2020 - Accredited Listed Product Adviser Program - Other - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Stockbrokers and Investment Advisers Association (SIAA)

Licencee

Status
Ceased
Licence Holder
Hnw Planning Pty Ltd (#225216)
Commenced
Dec. 21, 2015
Ceased
March 31, 2021
Status
Ceased
Licence Holder
Total Wealth Planning Pty Ltd (#526445)
Commenced
March 31, 2021
Ceased
Nov. 30, 2022
Status
Current
Licence Holder
Db5 Advisers Pty ltd (#543198)
Commenced
Dec. 19, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
May 31, 2010
Ceased
Feb. 13, 2012
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Feb. 13, 2012
Ceased
May 10, 2012
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Nov. 1, 2006
Ceased
May 28, 2010