Gregory Wayne Southwell – Financial Adviser

Adviser identifying number: 260784
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/10/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DAWSON & PARTNERS FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 281645
Authorised Representative’s ABN: 12110293895

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 Business – University of Technology, Sydney
• CA SMSF Specialist Accreditation Course – University of New South Wales
• Financial Planning Proper Authority Course – Securities Institute of Australia of Australia
• SDIA Accreditation Programme Assessment – Deakin University/ Financial Planning Association
• Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• Stockbrokers Association of Australia

Gregory Wayne Southwell 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
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility