Patrick Berenger Financial Planner Report

Name:
Patrick Joseph Berenger

Rep Number:
000234796

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

ABN:
32 225 049 710

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Diploma of Financial Planning
Australian National Training Authority
Diploma of Financial Services (Insurance Broking)
Integratec
IPS 146

Memberships
CPA Australia (CPA)