Brendan James O'rourke Financial Planner Report

Name:
Brendan James O'rourke

Rep Number:
000330763

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2013-12-19 onwards

Location:
Belmont, Melbourne, VIC, 3216

Licensee

Appointed By
Name:
Elders Financial Planning Pty Ltd

Licence Number:
000224645

ABN:
48 007 997 186

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
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association