BRETT JACE GROCKE
Financial Adviser · Tanunda, SA
📚 Qualifications & Training
2016 - Bachelor of Commerce (Financial Planning and Finance) - Bachelor Degree (AQF 7) - Deakin University
2017 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2021 - Aged and Disability Care Specialist Adviser Course - Other - Mentor Education
2024 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.