Anthony Paul Lyon – Financial Adviser

Adviser identifying number: 380137
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: INSIGHT INVESTMENT PARTNERS PTY LTD
Licence number: 368175
Licensee’s ABN: 35136879484
Licence controlled by: INSIGHT MANAGEMENT PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 25/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DEAN O’NEILL
Authorised Representative identifying number: 449132
Authorised Representative’s ABN:

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:

  • Advanced Diploma of Financial Planning – Kaplan Education Pty Ltd
  • Bachelor of Commerce – University of Wollongong
  • Diploma of Financial Planning – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Anthony Paul Lyon is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products
  • FHSA Issued non ADI