Benjamin John Lonergan
Financial Adviser in Toowoomba City, Queensland, Australia
Review Benjamin John Lonergan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001246209
- Location
- Toowoomba City QLD 4350
- Licensee
- Byron Capital Pty Ltd (AFSL 289407)
- Authorised since
- 3 April 2018
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2015); Bachelor of Commerce Finance Major, University of Southern Queensland (2018); Advanced Diploma of Financial Planning, Kaplan Professional (2021); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Register status
- Current
About Benjamin John Lonergan
Benjamin John Lonergan is a financial adviser in Toowoomba City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001246209.
The licensee Benjamin advises under is Byron Capital Pty Ltd (AFS licence 289407). The current authorisation started on 3 April 2018.
According to the register, Benjamin first provided financial advice in 2016. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2015), Bachelor of Commerce Finance Major (University of Southern Queensland, 2018) and Advanced Diploma of Financial Planning (Kaplan Professional, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total.
Reviews
Nobody has reviewed Benjamin John Lonergan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Benjamin John Lonergan a registered financial adviser?
Yes. Benjamin John Lonergan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246209.
Which licensee does Benjamin John Lonergan work under?
Byron Capital Pty Ltd, Australian financial services licence 289407.
What can Benjamin John Lonergan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.