John Nelligan – Financial Adviser
Adviser identifying number: 414524
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence number: 234528
Licensee’s ABN: 33006132332
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 06/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITY TRUSTEES WEALTH SERVICES LIMITED
Authorised Representative identifying number: 234528
Authorised Representative’s ABN: 33006132332
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:
- Advanced Diploma – Financial Planning – Mentor Education Group
- Advanced Diploma – Financial Planning – Mentor Education Group
- Advanced Diploma – Financial Planning – Mentor Education Group
- Bachelor Degree – Business – Massey University
- Bachelor Degree – Business – Massey University
- Bachelor Degree – Business – Massey University
- CFP – Certified Financial Planner – Financial Planning Association of Australia
- CFP – Certified Financial Planner – Financial Planning Association of Australia
- CFP – Certified Financial Planner – Financial Planning Association of Australia
- Masters Degree – Business Administration – Macquarie Graduate School of Management
- Masters Degree – Business Administration – Macquarie Graduate School of Management
- Masters Degree – Business Administration – Macquarie Graduate School of Management
- Tax (financial) adviser registration certificate – Tax Practioners Board
- Tax (financial) adviser registration certificate – Tax Practioners Board
- Tax (financial) adviser registration certificate – Tax Practioners Board
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
John Nelligan 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation