Bradley John Lonergan
CHARTER FINANCIAL PLANNING LIMITED · Dudley NSW 2290 · Advising since 1998
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000327337
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665Since 21 May 2014
- Principal business address
- Dudley NSW 2290
- First year providing advice
- 1998
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2014 – presentCHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDJul 2008 – Feb 2014MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited · 2019 · Other
Master of Financial Planning
Kaplan Higher Education Pty Limited · 2017 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2015 · Graduate Diploma (AQF 8)
Certificate IV in Finance and Mortgage Broking
National Finance Institute · 2014 · Certificate (AQF 1-4)
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited · 2010 · Other
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited · 2008 · Diploma (AQF 5)
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty · 2004 · Advanced Diploma (AQF 6)
Associate Diploma of Business
University of New England · 1992 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Bradley John Lonergan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Bradley John Lonergan on Souffle yet.
Contacting Bradley John Lonergan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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