Brendan Doherty Financial Planner Report

Name:
Brendan Doherty

Rep Number:
000296660

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-08-04 onwards

Location:
Griffith, , ACT, 0

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Tribeca Learning (Kaplan Professional)
Advanced Diploma of Financial Services (Financial Planning)
University of Canberra
Bachelor of Applied Economics
University of Canberra
Bachelor of Management
FINSIA Education (Kaplan Professional)
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending & Geared Investments

Memberships
Association of Financial Advisers (AFA)