James Patrick Rabbitt – Financial Adviser

Adviser identifying number: 311392
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

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: 15/03/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: S & R FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 290742
Authorised Representative’s ABN: 84001009785

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 (Financial Planning) with Honours Class 2B – RMIT University
  • Diploma of Financial Services (Financial Planning) – FINSIA
  • Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: FINSIA – Financial Services Institute of Australasia

James Patrick Rabbitt 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 / Self-Managed Superannuation Fund
  • Superannuation / A person’s existing holding in a superannuation product