Financial Adviser
· BALCATTA, WA
Brendan James Lynch
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297312
Brendan James Lynch is a financial adviser based in Balcatta, Western Australia, with 30 years of experience in the financial services industry. Brendan is currently authorised under Count Financial 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
2004
Diploma of Financial Services (Financial Planning)
Integratec
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2013
928S Margin Lending
Kaplan Professional
2014
Accredited Aged Care Professional
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register