BRETT RICCHINI

Financial Adviser Ā· Geelong, VIC

Registered

Registration Number

001000801

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

1998

Registration Date

12/06/2018

Financial Services Licensee

FINANCIAL INDEX AUSTRALIA PTY LTD

Licence #000240559

šŸ“š Qualifications & Training

1991 - Bachelor of Commerce (Accounting and Law) - Bachelor Degree (AQF 7) - Deakin University
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Triebca/Kaplan Professional
2010 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2010 - Certified Financial Planner (CFPĀ®) - - Financial Planning Association of Australia (FPA)
2013 - Self Managed Superannuation Funds - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.