BRETT VINCENT CALL
Financial Adviser · Erina, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New England
2008 - SMSF - Other - CPA
2010 - ALPA - Other - Kaplan
2010 - Margin Lending and Geared Investments - Other - Kaplan
2011 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.