Brian Christopher Lomas
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260857
- Location
- North Sydney NSW 2060
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 1 March 2004
- First provided advice
- 1985
- Qualifications
- Diploma of Financial Planning, Deakin University (1996); Certified Financial Planner, Deakin University (1998); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Specialist, Self Managed Super Fund Association (2010); Aged Care Professional, Aged Care Steps (2015)
- Memberships
- Aged Care Steps; Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brian Christopher Lomas
Brian Christopher Lomas is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000260857.
The licensee Brian advises under is Madison Financial Group Pty Ltd (AFS licence 246679). The current authorisation started on 1 March 2004.
The register records 1985 as the year Brian first provided financial advice. The qualifications listed for Brian include Diploma of Financial Planning (Deakin University, 1996), Certified Financial Planner (Deakin University, 1998) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Brian is recorded as a member of Aged Care Steps, Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brian Christopher Lomas a registered financial adviser?
Yes. Brian Christopher Lomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260857.
Which licensee does Brian Christopher Lomas work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Brian Christopher Lomas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.