BRETT HEADRICK
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1996 - B Bus (Acct) - - QUT
2001 - Grad Dip App Fin & Investment - - SIA
2004 - Specialist Knowledge: Superannuation - - Kaplan
2010 - Margin Lending & Geared Investments - - Kaplan
2010 - Tier 2 - Cash & Deposit Taking - - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Services Institute of Australia
The Taxation Institute 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.