BRENDAN JAMES LYNCH
Financial Adviser · Balcatta, WA
📚 Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2013 - 928S Margin Lending - Other - Kaplan Professional
2014 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.