Financial Adviser · UNLEY, SA

Brian Patrick Lynch

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000248572

Brian Patrick Lynch is a financial adviser based in Unley, South Australia, with 25 years of experience in the financial services industry. Brian is currently authorised under Akumin Financial Planning Pty Limited. Brian 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

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

1997

Master degree (unrelated)

University of South Australia

2006

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2022

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

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

Source: ASIC Financial Advisers Register