Brendan James Lynch
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000297312
- Location
- Balcatta WA 6021
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 13 November 2023
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional (2011); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2012); 928S Margin Lending, Kaplan Professional (2013); Accredited Aged Care Professional, Aged Care Steps (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan James Lynch
Brendan James Lynch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balcatta, Western Australia (adviser number 000297312).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 13 November 2023.
The register records 1996 as the year Brendan first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec, 2004), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brendan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 James Lynch a registered financial adviser?
Yes. Brendan James Lynch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000297312.
Which licensee does Brendan James Lynch work under?
Count Financial Limited, Australian financial services licence 227232.
What can Brendan James Lynch 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.