BRETT MALCOLM WATERS
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2004 - Certified Financial Planner - - Deakin University
2004 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional Education
2018 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance 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.