Financial Adviser
· FORTITUDE VALLEY, QLD
Brendan Flanagan
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005145
Brendan Flanagan is a financial adviser based in Fortitude Valley, Queensland, with 25 years of experience in the financial services industry. Brendan is currently authorised under Macquarie Bank Limited. Brendan 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 CFP Certification Program from Financial Planning Association. Brendan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business (Accountancy)
Queensland University of Technology
1998
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2001
Master of Business Administration (Executive)
University of Queensland
2002
Graduate Diploma in Financial Planning (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2005
CFP Certification Program
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register