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

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:

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