Financial Adviser · CROWS NEST, NSW

Gerard Lenihan

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000234868

Gerard Lenihan is a financial adviser based in Crows Nest, New South Wales, with 34 years of experience in the financial services industry. Gerard is currently authorised under Personal Financial Services Ltd. Gerard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Higher National Diploma (HND) Business Studies (with Distinction) from CDT London UK. Gerard is a member of Financial Advice Association of Australia (FAAA), Justice of the Peace and Securities Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1979
Higher National Diploma (HND) Business Studies (with Distinction)
CDT London UK
1990
Diploma of Financial Planning (Dip.FP)
Deakin University
1995
Certificate in Financial Markets (Sia Aff.)
Securities Institute of Australia
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
TAFE NSW

Registration History

Aug 2012 - Present Current
Jul 2004 - Aug 2012 Ceased
Jul 2003 - Mar 2004 Ceased

Source: ASIC Financial Advisers Register