Brian Edward Bendzulla – Financial Adviser

Adviser identifying number: 413201
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence number: 425542
Licensee’s ABN: 51159696830
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised Representative identifying number: 425542
Authorised Representative’s ABN: 51159696830

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Fellow of the Institute of Actuaries Australia – Institute of Actuaries of Australia
  • RG 146 Tier 1 – Financial Education Professional Pty Ltd
  • SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Actuaries Institute – Australia
  • Institute & Faculty of Actuaries – London
  • SMSF Association

Brian Edward Bendzulla is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation