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