BRIAN CHRISTOPHER LOMAS
Financial Adviser · North Sydney, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Aged Care Steps
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.