Brian Christopher Lomas – Financial Adviser
Adviser identifying number: 260857
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985
Name of the licence holder: MADISON FINANCIAL GROUP PTY LTD
Licence number: 246679
Licensee’s ABN: 36002459001
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MADISON FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 246679
Authorised Representative’s ABN: 36002459001
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:
- Certified Financial Planner – Deakin University
- Diploma of Financial Planning – Deakin University
- Self Managed Superannuation Specialist – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Brian Christopher Lomas 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