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