Financial Adviser · SYDNEY, NSW

Brendan Edward Gallagher

SYDNEY, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000411143

Currently at

Financial Keys

Sydney, NSW (firm address)

View firm profile

About Brendan Edward Gallagher

Brendan Edward Gallagher is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Brendan is currently authorised under Financial Keys Advice, operating through Financial Keys. Brendan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendan's qualifications include a Master of Business Administration from Macquarie University. Brendan is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1991

Bachelor of Commerce (Economics)

University of Wollongong

1998

Diploma of Superannuation Management

Association of Superannuation Funds of Australia Ltd (ASFA)

2004

Master of Business Administration

Macquarie University

2005

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2005

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

Registration History

Financial Keys Advice Pty Ltd

Dec 2018 - Present Current

Charter Financial Planning Limited

Jul 2015 - Dec 2018 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

Sep 2011 - Jul 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register