Brian Mcsweeney – Financial Adviser

Adviser identifying number: 336433
Status: Current
Adviser’s ABN: 92781541051
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLUE CHIP WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 404974
Authorised Representative’s ABN: 26112046723

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:

• Advanced Diploma of Theology – Australian College of Theology
• Certificate of Accountancy – Department Technical Education
• Certificate of Cost Accountancy – Department Technical Education
• Chartered Accountant – Institute of Chartered Accountants Australia
• Diploma of Financial Services (Financial Planning) – NIBA

Relevant memberships of professional bodies or industry associations:

• Australian Society of Accountants
• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Finsia
• Tax Practitioners Board

Brian Mcsweeney is authorised to provide advices on following 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
• Superannuation