Financial Adviser · WEST PERTH, WA

Ciara Lorraine Brennan

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004441

Ciara Lorraine Brennan is a financial adviser based in West Perth, Western Australia, with 11 years of experience in the financial services industry. Ciara is currently authorised under Alliance Wealth Pty Ltd. Ciara 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 Griffith University. Ciara 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments Program
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Graduate Certificate in Financial Planning
Griffith University
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
Self Managed Superannuation Funds Course
Kaplan Professional
2025
Master of Financial Planning
Griffith University

Registration History

Feb 2022 - Present Current
Jun 2020 - Jan 2022 Ceased
AIW DEALER SERVICES PTY LTD
Mar 2015 - Aug 2019 Ceased
Not authorised to provide advice on Self-Managed Superannuation Funds

Source: ASIC Financial Advisers Register