BRETT PATRICK WOOD
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
2016 - Accountants SMSF Package FNS550615 - - Kaplan
2016 - Financial Planning FNS50615 - - Kaplan
2021 - FASEA - Other - FASEA
🏢 Professional Memberships
CPA Australia (CPA)
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.