Bradley John Lonergan
Financial Adviser in Dudley, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327337
- Location
- Dudley NSW 2290
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 21 May 2014
- First provided advice
- 1998
- Qualifications
- Associate Diploma of Business, University of New England (1992); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2004); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Certificate IV in Finance and Mortgage Broking, National Finance Institute (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2019)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bradley John Lonergan
Bradley John Lonergan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dudley, New South Wales (adviser number 000327337).
The licensee Bradley advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 21 May 2014.
The register records 1998 as the year Bradley first provided financial advice. The qualifications listed for Bradley include Associate Diploma of Business (University of New England, 1992), Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2004) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Bradley John Lonergan a registered financial adviser?
Yes. Bradley John Lonergan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327337.
Which licensee does Bradley John Lonergan work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Bradley 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."