Brendan Atkins Financial Planner Report

Name:
Brendan Michael Atkins

Rep Number:
000239701

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2015-05-04 onwards

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
Brendan Atkins & Associates Pty Ltd Life's A Breeze Pty Ltd Charter Capital Wealth Management Pty Ltd Baker Young Hart Pty Ltd & Jane T Gun Chill Advice Pty Ltd Visser Advice Pty Ltd Pfmh Pty Ltd

Licence Number:
000331222

ABN:
59 709 766 877

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

Qualifications
Financial Planning Association Of Australia
CFP - Certified Financial Planner
Financial Planning Association Of Australia
Diploma Of Financial Planning
Kaplan Professional Education
Margin Lending And Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)