BRENT ANTHONY STORY

Financial Adviser · Newstead, QLD

Registered

Registration Number

000464810

Registration Status

Registered

Location

Newstead, QLD 4006

Providing Advice Since

2012

Registration Date

21/09/2015

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland
2009 - FIN1103 Financial Markets - Other - University of Southern Queensland
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2014 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2015 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

ℹ️ 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.