Financial Adviser · DUDLEY, NSW

Bradley John Lonergan

28 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000327337

Bradley John Lonergan is a financial adviser based in Dudley, New South Wales, with 28 years of experience in the financial services industry. Bradley is currently authorised under Charter Financial Planning Limited. Bradley 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1992

Associate Diploma of Business

University of New England

2004

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2008

Diploma of Financial Services (Financial Planning)