BRETT ALLAN SHOEMARK
Financial Adviser · Ballina, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Accounting and Finance) - - Southern Cross University
2007 - Diploma of Financial Planning - - Kaplan Professional Education
2008 - Certificate IV in Finance and Mortgage Broking - - Australasian Academy of Mentoring and Coaching Training Group
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2011 - Self Managed Superannuation Funds - - Mentor Education
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.