Lonnie Weeks
AFP®, AdvFS(FP) - Financial Adviser Representative - ARN: 1236402
Fiducian Financial Services Devonport
Tasmania
- fpsupport@fiducianfs.com.au
- Phone
- 03 6406 5200
- Address
-
68 Best Street, Devonport TAS 7310
About Lonnie Weeks
Lonnie Weeks has been a part of the financial planning industry since 2007 and has been providing advice to clients since 2011.
He currently holds an Advanced Diploma in Financial Planning and is continuing his studies towards a Graduate Diploma in Financial Planning.
Lonnie is a caring planner who makes the extra effort to get to know his clients and what is important to them. Helping clients set realistic personal and financial goals and staying on track to achieve them is something that Lonnie is passionate about.
Lonnie has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Lonnie Weeks
Lonnie Weeks has been a part of the financial planning industry since 2007 and has been providing advice to clients since 2011.
He currently holds an Advanced Diploma in Financial Planning and is continuing his studies towards a Graduate Diploma in Financial Planning.
Lonnie is a caring planner who makes the extra effort to get to know his clients and what is important to them. Helping clients set realistic personal and financial goals and staying on track to achieve them is something that Lonnie is passionate about.
Lonnie has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility