Joshua Gary Howard – Financial Adviser
Adviser identifying number: 344042
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
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: 01/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: The trustee for H CHRISTENSEN FAMILY TRUST & The trustee for Keshmont Family Trust & The Trustee for MFC TRUST & The trustee for Redroar Family Trust & The Trustee for THE PLATINUM RED TRUST
Authorised Representative identifying number: 414812
Authorised Representative’s ABN: 65445313072
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:
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Relevant qualifications and training:
- Advanced Diploma of Business (International business) – Swinburne University of Technology
- Advanced Diploma of Financial Services – Pinnacle Financial Services Academy
- Diploma of Financial Services – Dover
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Joshua Gary Howard 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
- Margin Lending Facility / Standard Margin Lending Facility