Brendan Flanagan
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005145
- Location
- Fortitude Valley QLD 4006
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 18 November 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1994); Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)., Kaplan Higher Education Pty Limited (1998); Master of Business Administration (Executive), University of Queensland (2001); Graduate Diploma in Financial Planning (Historical SIA / FINSIA)., Kaplan Higher Education Pty Limited (2002); CFP Certification Program, Financial Planning Association (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Aged Care Professional, Aged Care Steps (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan Flanagan
On the Financial Advisers Register kept by ASIC, Brendan Flanagan appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 001005145.
The licensee Brendan advises under is Macquarie Bank Limited (AFS licence 237502). The register also lists Macquarie Equities Limited (licence 237504). The current authorisation started on 18 November 2019.
The register records 2001 as the year Brendan first provided financial advice. The qualifications listed for Brendan include Bachelor of Business (Accountancy) (Queensland University of Technology, 1994), Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA). (Kaplan Higher Education Pty Limited, 1998) and Master of Business Administration (Executive) (University of Queensland, 2001). Brendan is recorded as a member of Financial Advice Association of Australia (FAAA).
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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendan Flanagan a registered financial adviser?
Yes. Brendan Flanagan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005145.
Which licensee does Brendan Flanagan work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Brendan Flanagan 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; standard margin lending.