BRETT MCCRAE

Financial Adviser · Sydney, NSW

Registered

Registration Number

001297268

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2022

Registration Date

10/06/2022

Financial Services Licensee

WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD

Licence #000240769

📚 Qualifications & Training

2016 - Economics and Finance (Honours) - Masters Degree (AQF 9) - University of Edinburgh
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPC006 tax and commercial law in financial planning - Other - Kaplan Higher Education Pty Limited
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - TASACL Commercial Law - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)

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.