BRETT CHARLES KIMMORLEY

Financial Adviser ยท Edgecliff, NSW

Registered

Registration Number

000250109

Registration Status

Registered

Location

Edgecliff, NSW 2027

Providing Advice Since

1993

Registration Date

01/07/2010

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

๐Ÿ“š Qualifications & Training

1981 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney
1989 - CPA Program - Professional Designations - CPA Australia Ltd
1999 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF)

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
The Tax Institute

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.