Jonathan Bruce Sherlock – Financial Adviser
Adviser identifying number: 235720
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: MADISON FINANCIAL GROUP PTY LTD
Licence number: 246679
Licensee’s ABN: 36002459001
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 11/10/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MADISON FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 246679
Authorised Representative’s ABN: 36002459001
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 Commerce (Finance & Real Estate) – Bond University
- Bachelor of Law (Mergers & Acquisitions, Insolvency) – Bond University
- Diploma of Finance and Advanced Finance – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Law Society of NSW
Jonathan Bruce Sherlock 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
- Retirement Savings Account Products
- Securities
- Superannuation