BRETT MAXWELL HARTSHORN
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2003 - Bachelor of Arts - - University of Sydney
2003 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Sydney
2003 - Corporations Law - Bachelor Degree (AQF 7) - University of Sydney
2007 - Taxation & Strategies for Financial Planning - Graduate Diploma (AQF 8) - FINSIA (Kaplan Professional)
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan (formerly FINSIA)
2019 - Accredited Listed Product Adviser Program (ALPA) - - Kaplan Professional
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.