GERARD LENIHAN

Financial Adviser ยท Crows Nest, NSW

Registered

Registration Number

000234868

Registration Status

Registered

Location

Crows Nest, NSW 2065

Providing Advice Since

1992

Registration Date

13/08/2012

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

1979 - Higher National Diploma (HND) Business Studies (with Distinction) - - CDT London UK
1990 - Diploma of Financial Planning (Dip.FP) - - Deakin University
1995 - Certificate in Financial Markets (Sia Aff.) - - Securities Institute of Australia
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - TAFE NSW

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Justice of the Peace
Securities Institute of Australia

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.