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