Nicholas John Loxton – Financial Adviser

Adviser identifying number: 443082
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

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: 04/09/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MIDDLETONS SECURITIES PTY LTD
Authorised Representative identifying number: 419403
Authorised Representative’s ABN: 40149807474

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:

• Advanced Financial Planning – Independent Centre of Financial Planning
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University/ Financial Planning Association
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Nicholas John Loxton 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 / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product