Taofiq Tanim

Name
Taofiq Tanim
ID
1008793
ABN
First Provided Advice
2008

Qualifications

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

  • 2002 - Bachelor of Commerce (Economics and Finance) - - The University of Western Sydney
  • 2004 - Master of Business - - Victoria University of Technology
  • 2008 - Dilploma of Financial Services (Financial Planning) - - Finsia
  • 2017 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional

Memberships

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

  • FBAA - Finance Brokers Association of Australia
  • Financial Advice Association of Australia (FAAA)
  • Financial Planner AFP (FPA)

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
May 17, 2018
Ceased
Aug. 31, 2020
Status
Current
Licence Holder
Nest Advisory HQ Pty ltd (#519569)
Commenced
Aug. 31, 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
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
June 30, 2017
Ceased
May 16, 2018
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Sept. 1, 2008
Ceased
April 30, 2015
Status
Ceased
Licence Holder
Hsbc Bank Australia Limited (#232595)
Commenced
April 24, 2015
Ceased
June 9, 2017