WAYNE RICHARD LONERGAN

Licensee: LONERGAN EDWARDS & ASSOCIATES LIMITED

WAYNE RICHARD LONERGAN (Adviser# 000292534) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 30, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name WAYNE RICHARD LONERGAN
Adviser Number 000292534
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1983
Financial Service (AFS) Licence Licence# 000246532
LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence ABN 53095445560
Adviser Start Date 2004-04-30
Appointing Representative Name LONERGAN EDWARDS & ASSOCIATES LIMITED
Appointing Representative Number 000246532
Appointing Representative ABN 53095445560

Authorisations to provide financial product advice

  • WAYNE RICHARD LONERGAN
  • ·
  • Carbon Credit Unit
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  • Deposit Payment Non Basic Deposit
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  • Derivative
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  • Foreign Exchange
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  • Government Debenture
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  • Managed Investment Schemes Including IDPS
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  • Retirement Savings Account
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  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard
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  • Margin Lending Facility Non Standard
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  • Carbon Credit Unit Australian
  • ·
  • Carbon Credit Unit Eligible International Emissions
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  • Miscellaneous Financial Investment Products
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  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics The University of Sydney
Doctor of Science in Economics (Hons) The University of Sydney
Fellow Australian Property Institute
Foundation Fellow Australian Institute of Company Directors
Senior Fellow and Life Member Financial Services Institute of Australasia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246532 LONERGAN EDWARDS & ASSOCIATES LIMITED 2004-04-30 - LONERGAN EDWARDS & ASSOCIATES LIMITED

Licensee Information

Licence Name LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence Number 000246532
Licence ABN 53095445560

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG LLOYD EDWARDS Lonergan Edwards & Associates Limited Current 2015-01-01
NATHAN BENJAMIN TOSCAN Lonergan Edwards & Associates Limited Current 2011-03-15
ANTHONY MAXWELL COLEMAN Lonergan Edwards & Associates Limited Current 2008-10-07
GRANT RAYMOND KEPLER Lonergan Edwards & Associates Limited Current 2008-07-01
HUNG TUAN CHU Lonergan Edwards & Associates Limited Current 2008-06-05
MARTIN JOHN HALL Lonergan Edwards & Associates Limited Current 2004-04-27
JULIE ANNE PLANINIC Lonergan Edwards & Associates Limited Current 2004-01-30
PHILIP MARTIN HOLT Lonergan Edwards & Associates Limited Current 2004-01-30

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG LLOYD EDWARDS Lonergan Edwards & Associates Limited Current 2015-01-01
NATHAN BENJAMIN TOSCAN Lonergan Edwards & Associates Limited Current 2011-03-15
ANTHONY MAXWELL COLEMAN Lonergan Edwards & Associates Limited Current 2008-10-07
GRANT RAYMOND KEPLER Lonergan Edwards & Associates Limited Current 2008-07-01
HUNG TUAN CHU Lonergan Edwards & Associates Limited Current 2008-06-05
MARTIN JOHN HALL Lonergan Edwards & Associates Limited Current 2004-04-27
JULIE ANNE PLANINIC Lonergan Edwards & Associates Limited Current 2004-01-30
PHILIP MARTIN HOLT Lonergan Edwards & Associates Limited Current 2004-01-30

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.