Simon Leigh Patrick Bresnehan – Financial Adviser
Adviser identifying number: 1004423
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: GDA FINANCIAL SERVICES PTY LTD
Licence number: 225931
Licensee’s ABN: 67059355252
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GDA FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000225931
Authorised Representative’s ABN: 67059355252
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 Financial Planning – Kaplan Professional
- Bachelor of Business and Bachelor of Laws – University of Tasmania
- LRS – Life Risk Specialist – Financial Planning Association (FPA)
Relevant memberships of professional bodies or industry associations:
- Economic Society of Australia (ESA)
- Financial Planner AFP
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia (FINSIA)
Simon Leigh Patrick Bresnehan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility