BRETT PETER BOARDMAN

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001005951

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

1998

Registration Date

16/01/2017

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

πŸ“š Qualifications & Training

1997 - Bachelor of International Business - - Griffith University
2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2002 - SDIA Accreditation Program Assessment - - Securities & Derivatives Industry Association
2007 - Master of Applied Finance - - Macquarie University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

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.