BRETT STEIN
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2010 - ASX Accredited listed Product Adviser - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Self-Managed Superannuation Funds - - Kaplan
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.