Brian Patrick Lynch
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248572
- Location
- Unley SA 5061
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Master degree (unrelated), University of South Australia (1997); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2006); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (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, 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 Brian Patrick Lynch
Brian Patrick Lynch is a financial adviser in Unley, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000248572.
The licensee Brian advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 January 2004.
The register records 2001 as the year Brian first provided financial advice. Qualifications and training on file include Master degree (unrelated) (University of South Australia, 1997), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2006) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2015).
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.
A further restriction is recorded on the register: “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 Brian Patrick Lynch a registered financial adviser?
Yes. Brian Patrick Lynch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248572.
Which licensee does Brian Patrick Lynch work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brian Patrick 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; 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."