Gerard Lenihan – Financial Adviser

Adviser identifying number: 234868
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 13/08/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145

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:

• Certificate IV Financial Services (Finance/Mortgage Broking) – TAFE NSW
• Certificate in Financial Markets (Sia Aff.) – Securities Institute of Australia
• Diploma of Financial Planning (Dip.FP) – Deakin University
• Higher National Diploma (HND) Business Studies (with Distinction) – CDT London UK

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Justice of the Peace
• Securities Institute of Australia

Gerard Lenihan is authorised to provide advices on following products:

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