BRENDAN RICHARD WHITEHOUSE

Financial Adviser ยท Surry Hills, NSW

Registered

Registration Number

000319832

Registration Status

Registered

Location

Surry Hills, NSW 2010

Providing Advice Since

2001

Registration Date

01/07/2012

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Services
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2023 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.