Lionel John Brownsea – Financial Adviser
Adviser identifying number: 309671
Status: Current
Adviser’s ABN: 45455863329
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: NEXTPLAN FINANCIAL PTY LTD
Licence number: 452996
Licensee’s ABN: 24167151420
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEXTPLAN FINANCIAL PTY LTD
Authorised Representative identifying number: 452996
Authorised Representative’s ABN: 24167151420
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:
- ASX Accredited Listed Product Adviser – Finsia
- Bachelor of Business – Charles Sturt University
- Graduate Certificate in Financial Planning – Finsia
- Professional / Education Year – Institute of Chartered Accountants Australia and New Zealand
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Lionel John Brownsea 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