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- John Nelligan
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
- 1998 - Bachelor Degree - Business - - Massey University
- 2007 - Masters Degree - Business Administration - - Macquarie Graduate School of Management
- 2008 - Advanced Diploma - Financial Planning - - Mentor Education Group
- 2014 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
- 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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 Pty Ltd (#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