Gerard Lenihan Financial Planner Report

Name:
Gerard Lenihan

Rep Number:
000234868

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2012-08-13 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
IDPS Only
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
TAFE NSW
Certificate IV Financial Services (Finance/Mortgage Broking)
Securities Institute of Australia
Certificate in Financial Markets (Sia Aff.)
Deakin University
Diploma of Financial Planning (Dip.FP)
CDT London UK
Higher National Diploma (HND) Business Studies (with Distinction)

Memberships
Financial Planning Association of Australia (FPA)
Justice of the Peace
Securities Institute of Australia