BRETT STAPLETON
Financial Adviser · Perth, WA
📚 Qualifications & Training
2005 - ASX Accredited Derivatives Adviser - - Tribeca
2006 - Bachelor of Business - - Edith Cowan University
2015 - Diploma of Financial Planning - - Monarch Institute
2020 - Financial Adviser Exam - Other - FASEA
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.