Bradley Lonergan
Financial Adviser
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About
Bradley Lonergan is an ASIC-registered financial adviser dedicated to helping individuals and families in Dudley, NSW, and beyond achieve their financial goals. With a career spanning over two decades, Bradley combines extensive experience with a commitment to ongoing education, holding an Associate Diploma of Business from the University of New England (1992), an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2004), a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2008), and a Master of Financial Planning from Kaplan Higher Education Pty Limited (2017), among other qualifications. Bradley is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse client needs. This includes guidance on superannuation, insurance, wealth management, and retirement planning. He also offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services Bradley provides: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Bradley Lonergan today to arrange a consultation and discover how personalised financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Bradley Lonergan offer?
Bradley Lonergan provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investments. He can help you create a tailored plan to achieve your financial goals.
What are Bradley Lonergan's qualifications?
Bradley holds an Associate Diploma of Business, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), a Certificate IV in Finance and Mortgage Broking, a Graduate Diploma of Financial Planning, a Master of Financial Planning and the Accredited Listed Product Adviser (ASX ALPA) Program.
How does Bradley Lonergan's financial planning process work?
The process typically starts with an initial consultation to understand your current financial situation, goals, and risk tolerance. Bradley will then develop a personalised financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it remains aligned with your evolving needs.
What can I expect during my first meeting with Bradley Lonergan?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This is an opportunity for Bradley to get to know you and for you to ask questions about his services and approach.
Why should I choose Bradley Lonergan as my financial advisor?
Bradley Lonergan offers personalised financial advice, is highly qualified and experienced, and is committed to helping his clients achieve their financial goals. He takes a holistic approach and builds long-term relationships with his clients.
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