Brendan Foley Financial Planner Report

Name:
Brendan Francis Foley

Rep Number:
000250449

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2012-08-20 onwards

Location:
Geelong, , VIC, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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

Qualifications
University of Newcastle
Bachelor of Commerce
FPA & Deakin University
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)