BRETT STEPHENSON
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2001 - Master of Business Administration - Masters Degree (AQF 9) - University of New England
2007 - Graduate Certificate in Financial Planning - - Finsia
2009 - Bachelor of Arts - - The University of Queensland Australia
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle
2016 - FNSASICR503 Provide advice in Margin lending - Other - AAMC train-ing Group
2022 - SuperConcepts & ICFS Specialist SMSF online course - Other - The Univer-sity of Ade-laide
2024 - FPC001B Economic and Legal Context - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Professional
2025 - FPC004 Insurance Advice - Other - Kaplan Professional
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
FINSIA
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.