Brendan O'reilly Financial Planner Report

Name:
Brendan O'reilly

Rep Number:
000263996

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-03-10 onwards

Location:
Maroochydore, South Eastern, QLD, 4558

Licensee
Name:

Number:
000240837

ABN:
60 003 474 977

Controlled By:

Appointed By
Name:
Bridges Financial Services Pty Limited

Licence Number:
000240837

ABN:
60 003 474 977

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

Qualifications
Griffith University
Bachelor of Business (Accounting)
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Tribeca
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)