Financial Adviser
· NORTH SYDNEY, NSW
Brian Christopher Lomas
No disciplinary history on record with ASIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260857
Brian Christopher Lomas is a financial adviser based in North Sydney, New South Wales, with 41 years of experience in the financial services industry. Brian is currently authorised under Madison Financial Group Pty Ltd. Brian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Deakin University. Brian is a member of Aged Care Steps, Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Diploma of Financial Planning
Deakin University
1998
Certified Financial Planner
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2010
Self Managed Superannuation Specialist
Self Managed Super Fund Association
2015
Aged Care Professional
Aged Care Steps