BRADLEY JOHN LONERGAN

Financial Adviser ยท Dudley, NSW

Registered

Registration Number

000327337

Registration Status

Registered

Location

Dudley, NSW 2290

Providing Advice Since

1998

Registration Date

21/05/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1992 - Associate Diploma of Business - Diploma (AQF 5) - University of New England
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - National Finance Institute
2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2019 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.