BRETT JOHN MAHONY

Financial Adviser ยท Cremorne, VIC

Registered

Registration Number

000250445

Registration Status

Registered

Location

Cremorne, VIC 3121

Providing Advice Since

2002

Registration Date

31/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2015 - SMSF Course - Other - Mentor Education Pty Ltd

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.