Brian Lomas

Financial Adviser

ASIC adviser number:
000260857
Qualifications and training:

1996, Diploma of Financial Planning, Diploma (AQF 5), Deakin University
1998, Certified Financial Planner, , Deakin University
2010, Margin Lending and Geared Investments, Other, Kaplan Professional
2010, Self Managed Superannuation Specialist, , Self Managed Super Fund Association
2015, Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
1985
Membership of professional associations:

Aged Care Steps
Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
Lvl. 24, 100 Miller St
North Sydney  NSW  2060
AFS licence holder name:
Madison Financial Group Pty Ltd
AFS licence number:
000246679
Licence controlled by:
Infocus Wealth Management Limited ~ Clime Investment Management Ltd [Date Ceased: 11/07/2024] ~ Sargon Capital Pty Ltd [Date Ceased: 13/07/2020] ~ Pharos Financial Group Pty Ltd [Date Ceased: 08/06/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».