Jim Nelson – Financial Adviser
Adviser identifying number: 442817
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
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: 24/07/2013
The date the Financial Adviser ceased the appointment: 28/01/2016
Name of the Authorised Representative: DODGSHUN MEDLIN FINANCIAL CONSULTANTS PTY LTD
Authorised Representative identifying number: 000255738
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:
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Relevant qualifications and training:
- Advance Diploma in Financial Services – Financial Planning – Australian and New Zealand Institute of Insurance and Finance
- Diploma in Financial Planning – Austalian and New Zealand Institute of Insurance and Finance – Melbourne
- Master of Business Administration – Massey University – Auckland – New Zealand
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Jim Nelson is authorised to provide advices on following products: