Jonathan James Ross Forrest – Financial Adviser

Adviser identifying number: 344567
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

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: 08/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BOYCE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 328779
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:

• Bachelor of Business – University of Sydney
• Chartered Accountant – Institute of Chartered Accountants
• Diploma of Financial Services(Financial Planning) – Mentor Education

Relevant memberships of professional bodies or industry associations:

Jonathan James Ross Forrest 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
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation