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:

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: