BRETT NEWBOUND
Financial Adviser · North Melbourne, VIC
📚 Qualifications & Training
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA)
2009 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC Training Group
2010 - Diploma of Financial Services (Financial Planning) - - Investment Banking Institute (IBI)
2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
🏢 Professional Memberships
MFAA - Mortgage & 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.