BRETT ROBERT JAMES
Financial Adviser · Wirlinga, NSW
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2017 - TASACLv1 Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.