Anthony Maxwell Coleman – Financial Adviser

Adviser identifying number: 331247
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1981

Name of the licence holder: LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence number: 246532
Licensee’s ABN: 53095445560
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONERGAN EDWARDS & ASSOCIATES LIMITED
Authorised Representative identifying number: 246532
Authorised Representative’s ABN: 53095445560

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Arts – Macquarie University
• Doctorate of Business (Hons) – Macquarie University
• Fellow – Australian Institute of Company Directors
• Fellow – Institute of Actuaries of Australia
• Master of Business Administration – Macquarie University

Relevant memberships of professional bodies or industry associations:

Anthony Maxwell Coleman is authorised to provide advices on following products:

• Carbon Credits / Carbon Units
• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility
• Carbon Credits / Australian Carbon Credit Unit
• Carbon Credits / Australian Carbon Credit Unit
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
• FHSA Issued non ADI