Lionel John Brownsea
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309671
- Location
- Melbourne VIC 3000
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 6 May 2014
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Charles Sturt University (1984); Professional / Education Year, Institute of Chartered Accountants Australia and New Zealand (1988); Graduate Certificate in Financial Planning, Finsia (2006); ASX Accredited Listed Product Adviser, Finsia (2007); Self Managed Superannuation Funds, Kaplan Professional (2007)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Lionel John Brownsea
On the Financial Advisers Register kept by ASIC, Lionel John Brownsea appears as a current financial adviser in Melbourne, Victoria, adviser number 000309671.
The licensee Lionel advises under is Nextplan Financial Pty Ltd (AFS licence 452996). That authorisation dates from 6 May 2014.
The register records 2007 as the year Lionel first provided financial advice. The qualifications listed for Lionel include Bachelor of Business (Charles Sturt University, 1984), Professional / Education Year (Institute of Chartered Accountants Australia and New Zealand, 1988) and Graduate Certificate in Financial Planning (Finsia, 2006). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Lionel John Brownsea a registered financial adviser?
Yes. Lionel John Brownsea is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309671.
Which licensee does Lionel John Brownsea work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Lionel John Brownsea give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.