John Nelligan

Name
John Nelligan
ID
414524
ABN
38804848789
First Provided Advice
2007

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma - Financial Planning - Mentor Education Group
  • Bachelor Degree - Business - Massey University
  • CFP - Certified Financial Planner - Financial Planning Association of Australia
  • Ethics & Professionalism in Financial Advice - Kaplan
  • Masters Degree - Business Administration - Macquarie Graduate School of Management

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
May 16, 2019
Ceased
Jan. 19, 2023
Status
Current
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
Jan. 19, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Apogee Financial Planning Limited (#230689)
Commenced
Jan. 5, 2015
Ceased
July 31, 2015
Status
Ceased
Licence Holder
Apt Wealth Partners Pty Ltd (#436121)
Commenced
June 1, 2013
Ceased
Dec. 12, 2014
Status
Ceased
Licence Holder
Canaccord Genuity Financial Limited (#239052)
Commenced
Dec. 1, 2011
Ceased
Jan. 10, 2013
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Jan. 2, 2012
Ceased
Dec. 28, 2012
Status
Ceased
Licence Holder
Equity Trustees Limited (#240975)
Commenced
July 6, 2015
Ceased
April 18, 2019
Status
Ceased
Licence Holder
Equity Trustees Superannuation Limited (#229757)
Commenced
July 6, 2015
Ceased
April 18, 2019
Status
Ceased
Licence Holder
Equity Trustees Wealth Services Limited (#234528)
Commenced
July 6, 2015
Ceased
April 18, 2019