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