BRETT ANDREW MARCHANT

Financial Adviser · Bendigo, VIC

Registered

Registration Number

000309045

Registration Status

Registered

Location

Bendigo, VIC 3550

Providing Advice Since

2007

Registration Date

20/03/2015

Financial Services Licensee

STRATEGEM INVESTMENT SERVICES PTY. LTD.

Licence #000244222

📚 Qualifications & Training

1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2009 - CFP Certification - Professional Designations - FPF
2009 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.