BRETT MATTHEW ARMFIELD
Financial Adviser Ā· Naracoorte, SA
š Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Adelaide
2001 - CPA Program - Professional Designations - CPA
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2014 - Margin Lending - Other - Pinnacle Financial Services Academy
2014 - Self - Managed Superannuation Funds - Other - Pinnacle Financial Services Academy
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
National Tax and Accountants Association (NTAA)
The Tax Institute
ā¹ļø 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.