BRETT MORRIS WALLER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Certified Financial Planner - - FPAS Singapore
2010 - Life Risk Specialist - - Deakin University
2012 - Professional Diploma in Stockbroking - Diploma (AQF 5) - SAFAA
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2021 - Masters in Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.