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  3. Rodney W Johnstone

Rodney W Johnstone

Name
Rodney W Johnstone
ID
243345
ABN
40813717769
First Provided Advice
1999
Restrictions
Permitted - Managed Investment Schemes, excluding IDPS - IDPS Only - Direct Equities

Qualifications

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

  • 1996 - Graduate Diploma in Applied Finance and Investment - - Securities Institue Eduction
  • 2004 - Self Managed Superannuation Funds Adviser Course - - Tribeca/The Strategist Group
  • 2009 - ASX Accredited Listed Products Adviser Program - - Kaplan
  • 2010 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd)
  • 2015 - Certified Financial Planner - - FPA

Memberships

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

  • Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Licencee

Status
Ceased
Licence Holder
Total Financial Solutions Australia Pty Ltd (#224954)
Commenced
July 24, 2015
Ceased
Feb. 21, 2020
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Feb. 22, 2020

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
Capstone Financial Planning Pty Ltd (#223135)
Commenced
July 1, 2004
Ceased
March 26, 2011
Status
Ceased
Licence Holder
Elders Financial Planning Pty Ltd (#224645)
Commenced
March 28, 2011
Ceased
June 30, 2015