Ivan James Mcmaster – Financial Adviser

Adviser identifying number: 260782
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

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: 23/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENTLEY ZEUS PTY LIMITED
Authorised Representative identifying number: 456764
Authorised Representative’s ABN: 87168548650

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:

  • Accredited Listed Product Adviser Program – Kaplan Professional Education
  • Certificate IV in Financial Planning – Integratec
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Personal Investment: Planning & Management – Securities Institute of Australia
  • Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ivan James Mcmaster 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