ADAM RAYMOND BRENNAN

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001257481

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2017

Registration Date

20/07/2017

Financial Services Licensee

KODA CAPITAL WA PTY LTD

Licence #000227870

๐Ÿ“š Qualifications & Training

2014 - Bachelor of Commerce (Banking & Finance) - - Curtin University of Technology
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2021 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.