BRETT CHARLES ROBERTS
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2002 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2002 - Bachelor of Laws - Bachelor Honours Degree (AQF 8) - Queensland University of Technology (QUT)
2007 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - Chartered Accountants Australia & New Zealand
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
🏢 Professional Memberships
CA - Chartered Accountants
CA - Financial Planning Specialist
Stockbrokers Association of Australia
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.